Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Kingswood Wealth Advisors, LLC
- $1.65 Trillion
- Q3 2025
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 41,341 shares of SPMO stock, worth $4.87 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
41,341
Previous 27,545
50.09%
Holding current value
$4.87 Million
Previous $3.1 Billion
61.55%
% of portfolio
0.3%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding SPMO
# of Institutions
600Shares Held
58.4MCall Options Held
124KPut Options Held
219K-
Lpl Financial LLC Fort Mill, SC6.44MShares$759 Million0.24% of portfolio
-
Envestnet Asset Management Inc4.1MShares$483 Million0.15% of portfolio
-
Bank Of America Corp Charlotte, NC2.79MShares$328 Million0.02% of portfolio
-
Cwm, LLC2.62MShares$309 Million0.95% of portfolio
-
Vantagepoint Investment Advisers LLC2.62MShares$309 Million2.7% of portfolio