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

Beta Wealth Group, Inc.

$199 Million
Q1 2025

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding SPVM

# of Institutions

26

Shares Held

495K

Call Options Held

0

Put Options Held

0

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

49.4K
Shares

$2.76 Million
0.35% of portfolio
Bank Of America Corp Charlotte, NC

36.2K
Shares

$2.02 Million
0.0% of portfolio
Morgan Stanley New York, NY

29K
Shares

$1.61 Million
0.0% of portfolio

About INVESCO S&P 500 VALUE WITH MOM

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