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 9,914 shares of SPMO stock, worth $952,140. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,914
Previous 7,575 30.88%
Holding current value
$952,140
Previous $607,000 42.83%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ETF TR II S&P 500 MOME


  • Ticker SPMO
  • Sector ETFs
  • Industry ETFs
More about SPMO
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