Jones Financial Companies Lllp Invesco S&P 500 Value With Mom Transaction History

Jones Financial Companies Lllp

$146 Billion
Q3 2025

A detailed history of Jones Financial Companies Lllp transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Jones Financial Companies Lllp holds 5,344 shares of SPVM stock, worth $349,764. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,344

Previous 3,310 61.45%

Holding current value

$349,764

Previous $197,000 78.17%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	$59.87 - $65.75 $121,775 - $133,735	2,034 Added 61.45%	5,344 $351,000
Q2 2025 Aug 13, 2025	BUY	$50.71 - $59.78 $77,839 - $91,762	1,535 Added 86.48%	3,310 $197,000
Q1 2025 May 28, 2025	SELL	$55.27 - $60.16 $1.69 Million - $1.83 Million	-30,497 Reduced 94.5%	1,775 $101,000
Q1 2025 May 16, 2025	BUY	$55.27 - $60.16 $1.74 Million - $1.9 Million	31,525 Added 4220.21%	32,272 $1.85 Million
Q4 2024 Feb 05, 2025	SELL	$57.12 - $63.07 $2,970 - $3,279	-52 Reduced 6.51%	747 $42,000

Q3 2024 Nov 12, 2024	BUY	$53.4 - $58.69 $5,286 - $5,810	99 Added 14.14%	799 $46,000
Q1 2024 May 14, 2024	BUY	$49.65 - $56.39 $34,755 - $39,473	700 New	700 $39,000

Others Institutions Holding SPVM

# of Institutions

Shares Held

602K

Call Options Held

Put Options Held

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Jones Financial Companies Lllp Invesco S&P 500 Value With Mom Transaction History