Burt Wealth Advisors Invesco ETF Tr Ii S&P 500 Mome Transaction History
Burt Wealth Advisors
- $395 Million
- Q4 2024
A detailed history of Burt Wealth Advisors transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Burt Wealth Advisors holds 41,200 shares of SPMO stock, worth $4.22 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
41,200
Previous 41,200
-0.0%
Holding current value
$4.22 Million
Previous $3.73 Million
4.82%
% of portfolio
0.99%
Previous 0.94%
Shares
7 transactions
Others Institutions Holding SPMO
# of Institutions
311Shares Held
22.7MCall Options Held
26.9KPut Options Held
30K-
Envestnet Asset Management Inc4.24MShares$435 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.18MShares$223 Million0.09% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$198 Million1.23% of portfolio
-
Mainstay Capital Management LLC1.22MShares$125 Million19.53% of portfolio
-
Jpmorgan Chase & CO New York, NY618KShares$63.3 Million0.0% of portfolio