Aspire Wealth Management Corp XSVM Holdings History
Aspire Wealth Management Corp's Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2024-09-30, Aspire Wealth Management Corp held 125,454.00 shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling $6.90 Mil. This investment constitutes 3.72% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.85% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 10 purchases of XSVM, at an average price of $50.51, for a total of 127,097.00 shares. In addition, there have been 1 sales at an average price of $47.93 for 1,643.00 shares. Based on historical transaction data and XSVM's current price of $53.10, Aspire Wealth Management Corp's estimated gain on his XSVM holdings is $320,083.86, reflecting a 4.99% gain to date.
Aspire Wealth Management Corp XSVM ($53.10) Holding Chart
Aspire Wealth Management Corp XSVM ($53.10) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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