Carolina Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Carolina Wealth Advisors, LLC
- $179 Million
- Q4 2024
Shares
1 transactions
Others Institutions Holding SPMO
# of Institutions
274Shares Held
18.8MCall Options Held
22.5KPut Options Held
29.7K-
Envestnet Asset Management Inc5.45MShares$542 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$193 Million1.23% of portfolio
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Lpl Financial LLC Fort Mill, SC1.24MShares$124 Million0.05% of portfolio
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Orion Portfolio Solutions, LLC716KShares$71.2 Million0.69% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ617KShares$61.3 Million0.13% of portfolio