Jones Financial Companies Lllp Invesco S&P 500 Value With Mom Transaction History
Jones Financial Companies Lllp
- $131 Billion
- Q2 2025
A detailed history of Jones Financial Companies Lllp transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Jones Financial Companies Lllp holds 3,310 shares of SPVM stock, worth $203,896. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,310
Previous 1,775
86.48%
Holding current value
$203,896
Previous $101,000
95.05%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPVM
# of Institutions
22Shares Held
475KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11 Million5.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$6.76 Million0.0% of portfolio
-
Cooper Financial Group47.5KShares$2.93 Million0.35% of portfolio
-
Bank Of America Corp Charlotte, NC36.6KShares$2.26 Million0.0% of portfolio
-
Morgan Stanley New York, NY30.5KShares$1.88 Million0.0% of portfolio