DOPKINS WEALTH MANAGEMENT, LLC XSVM Holdings History
DOPKINS WEALTH MANAGEMENT, LLC's Invesco S&P SmallCap Value with Momentum ETF Holding Summary
As of 2025-06-30, DOPKINS WEALTH MANAGEMENT, LLC held 45,081.00 shares of Invesco S&P SmallCap Value with Momentum ETF(XSVM), totaling $2.34 Mil. This investment constitutes 1.05% of their stock portfolio, and DOPKINS WEALTH MANAGEMENT, LLC now holds 0.41% of the outstanding Invesco S&P SmallCap Value with Momentum ETF(XSVM) stock.
The initial trade took place in 2024Q3. And since then DOPKINS WEALTH MANAGEMENT, LLC has made 4 purchases of XSVM, at an average price of $53.30, for a total of 45,081.00 shares. Based on historical transaction data and XSVM's current price of $54.28, DOPKINS WEALTH MANAGEMENT, LLC's estimated gain on his XSVM holdings is $44,001.71, reflecting a 1.83% gain to date.
DOPKINS WEALTH MANAGEMENT, LLC XSVM ($54.28) Holding Chart
DOPKINS WEALTH MANAGEMENT, LLC XSVM ($54.28) 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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