Colonial River Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Colonial River Wealth Management, LLC
- $205 Million
- Q4 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 28,951 shares of SPMO stock, worth $2.74 Million. This represents 1.34% of its overall portfolio holdings.
Number of Shares
28,951
Previous 18,197
59.1%
Holding current value
$2.74 Million
Previous $1.65 Million
66.77%
% of portfolio
1.34%
Previous 0.82%
Shares
4 transactions
Others Institutions Holding SPMO
# of Institutions
345Shares Held
24MCall Options Held
10.6KPut Options Held
11.1K-
Envestnet Asset Management Inc4.24MShares$401 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.18MShares$206 Million0.09% of portfolio
-
Bank Of America Corp Charlotte, NC1.45MShares$137 Million0.01% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.24MShares$117 Million0.86% of portfolio
-
Mainstay Capital Management LLC1.22MShares$115 Million19.53% of portfolio