Clearstead Advisors, LLC Invesco S&P 500 Value With Mom Transaction History

Clearstead Advisors, LLC

  • $6.3 Billion
  • Q1 2025

A detailed history of Clearstead Advisors, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Clearstead Advisors, LLC holds 400 shares of SPVM stock, worth $24,872. This represents 0.0% of its overall portfolio holdings.

Number of Shares
400
Previous 400 -0.0%
Holding current value
$24,872
Previous $23,000 4.35%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$49.65 - $56.39 $10,972 - $12,462
-221 Reduced 35.59%
400 $22,000
Q3 2022

Nov 14, 2022
BUY
$44.27 - $51.47 $5,091 - $5,919
115 Added 22.73%
621 $27,000
Q2 2022

Aug 12, 2022
BUY
$45.44 - $55.67 $4,816 - $5,901
106 Added 26.5%
506 $23,000
Q4 2021

Feb 14, 2022
BUY
$48.62 - $52.05 $19,448 - $20,820
400 New
400 $21,000

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

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