Us Advisors Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Us Advisors Wealth Management, LLC
- $308 Million
- Q4 2024
A detailed history of Us Advisors Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Us Advisors Wealth Management, LLC holds 222,994 shares of SPMO stock, worth $22.3 Million. This represents 6.88% of its overall portfolio holdings.
Number of Shares
222,994
Previous 199,452
11.8%
Holding current value
$22.3 Million
Previous $18 Million
17.58%
% of portfolio
6.88%
Previous 6.3%
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