WETHERBY ASSET MANAGEMENT INC
Position in XSVM — Invesco S&P SmallCap Value with Momentum ETF
CIK 1279627
San Francisco, CA
All Filings in XSVM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-09-30 XSVM | $282,300 | 5,000 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 XSVM | $259,950 | 5,000 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 XSVM | $272,400 | 5,000 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 XSVM | $274,950 | 5,000 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XSVM | $261,900 | 5,000 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||