Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
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 10,942 shares of SPMO stock, worth $1.09 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,942
Previous 6,079
80.0%
Holding current value
$1.09 Million
Previous $551 Million
88.67%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPMO
# of Institutions
282Shares Held
19.1MCall Options Held
26.9KPut Options Held
30K-
Envestnet Asset Management Inc5.45MShares$545 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$194 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$124 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC716KShares$71.6 Million0.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ617KShares$61.7 Million0.13% of portfolio