Abound Financial, LLC Invesco S&P 500 Value With Mom Transaction History

Abound Financial, LLC

$198 Billion
Q1 2025

A detailed history of Abound Financial, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Abound Financial, LLC holds 550 shares of SPVM stock, worth $30,673. This represents 0.02% of its overall portfolio holdings.

Number of Shares

550

Holding current value

$30,673

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 29, 2025	BUY	$55.27 - $60.16 $30,398 - $33,088	550 New	550 $31.5 Million

Others Institutions Holding SPVM

# of Institutions

Shares Held

486K

Call Options Held

Put Options Held

Beta Wealth Group, Inc.

141K
Shares

$7.86 Million
4.07% of portfolio
Lpl Financial LLC Fort Mill, SC

81.6K
Shares

$4.55 Million
0.0% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

76.8K
Shares

$4.28 Million
2.57% of portfolio
Cooper Financial Group

48K
Shares

$2.67 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

35.7K
Shares

$1.99 Million
0.0% of portfolio

View Full List

About INVESCO S&P 500 VALUE WITH MOM

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