Burt Wealth Advisors Invesco ETF Tr Ii S&P 500 Mome Transaction History
Burt Wealth Advisors
- $399 Million
- Q3 2024
A detailed history of Burt Wealth Advisors transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Burt Wealth Advisors holds 41,200 shares of SPMO stock, worth $3.93 Million. This represents 0.94% of its overall portfolio holdings.
Number of Shares
41,200
Previous 41,200
-0.0%
Holding current value
$3.93 Million
Previous $3.6 Million
3.64%
% of portfolio
0.94%
Previous 0.95%
Shares
7 transactions
Others Institutions Holding SPMO
# of Institutions
222Shares Held
17.7MCall Options Held
22.5KPut Options Held
29.7K-
Envestnet Asset Management Inc5.45MShares$520 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$185 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$119 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC716KShares$68.4 Million0.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ617KShares$58.9 Million0.13% of portfolio