Beta Wealth Group, Inc. Invesco S&P 500 Value With Mom Transaction History

Beta Wealth Group, Inc.

  • $199 Million
  • Q1 2025

A detailed history of Beta Wealth Group, Inc. transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Beta Wealth Group, Inc. holds 140,956 shares of SPVM stock, worth $8.76 Million. This represents 4.07% of its overall portfolio holdings.

Number of Shares
140,956
Holding current value
$8.76 Million
% of portfolio
4.07%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$55.27 - $60.16 $7.79 Million - $8.48 Million
140,956 New
140,956 $8.09 Million

Others Institutions Holding SPVM

# of Institutions
24
Shares Held
410K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 VALUE WITH MOM

SPVM Quotes by TradingView
  • Ticker SPVM
  • Sector ETFs
  • Industry ETFs
More about SPVM
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