Clearstead Advisors, LLC Invesco S&P 500 Value With Mom Transaction History
Clearstead Advisors, LLC
- $5.78 Billion
- Q2 2024
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 $22,520. This represents 0.0% of its overall portfolio holdings.
Number of Shares
400
Previous 400
-0.0%
Holding current value
$22,520
Previous $22,000
4.55%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding SPVM
# of Institutions
20Shares Held
232KCall Options Held
0Put Options Held
0-
Cooper Financial Group53.8KShares$3.03 Million0.44% of portfolio
-
Morgan Stanley New York, NY46.7KShares$2.63 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.7KShares$2.18 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC32.4KShares$1.82 Million0.0% of portfolio
-
Ifg Advisory, LLC13.3KShares$749,1270.05% of portfolio