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

Beta Wealth Group, Inc.

  • $184 Million
  • Q2 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 177,779 shares of SPVM stock, worth $11.7 Million. This represents 5.76% of its overall portfolio holdings.

Number of Shares
177,779
Previous 140,956 26.12%
Holding current value
$11.7 Million
Previous $8.09 Million 31.42%
% of portfolio
5.76%
Previous 4.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
$50.71 - $59.78 $1.87 Million - $2.2 Million
36,823 Added 26.12%
177,779 $10.6 Million
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
22
Shares Held
474K
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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