Integrated Wealth Concepts LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History

Integrated Wealth Concepts LLC

$8.16 Billion
Q4 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 34,947 shares of SPMO stock, worth $3.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

34,947

Previous 11,841 195.14%

Holding current value

$3.6 Million

Previous $1.07 Million 209.41%

% of portfolio

0.04%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$89.97 - $98.59 $2.08 Million - $2.28 Million	23,106 Added 195.14%	34,947 $3.32 Million
Q3 2024 Nov 14, 2024	BUY	$79.58 - $91.64 $153,350 - $176,590	1,927 Added 19.44%	11,841 $1.07 Million
Q2 2024 Aug 14, 2024	BUY	$74.81 - $88.63 $174,980 - $207,305	2,339 Added 30.88%	9,914 $867,000
Q1 2024 May 15, 2024	BUY	$64.34 - $80.83 $91,105 - $114,455	1,416 Added 22.99%	7,575 $607,000
Q4 2023 Feb 13, 2024	SELL	$55.42 - $65.64 $1,551 - $1,837	-28 Reduced 0.45%	6,159 $403,000
Q3 2023 Nov 15, 2023	BUY	$54.94 - $59.95 $43,182 - $47,120	786 Added 14.55%	6,187 $354,000
Q2 2023 Aug 15, 2023	SELL	$53.02 - $56.7 $48,619 - $51,993	-917 Reduced 14.51%	5,401 $302,000
Q1 2023 May 03, 2023	BUY	$52.01 - $56.92 $19,815 - $21,686	381 Added 6.42%	6,318 $345,000
Q4 2022 Feb 13, 2023	BUY	$51.84 - $58.95 $307,774 - $349,986	5,937 New	5,937 $337,000

Others Institutions Holding SPMO

# of Institutions

336

Shares Held

23.9M

Call Options Held

10.6K

Put Options Held

11.1K

View Full List

About INVESCO ETF TR II S&P 500 MOME

Ticker SPMO
Sector ETFs
Industry ETFs

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Integrated Wealth Concepts LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History