Key F Inancial Inc Invesco S&P 500 Value With Mom Transaction History

Key F Inancial Inc

$453 Million
Q1 2025

A detailed history of Key F Inancial Inc transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Key F Inancial Inc holds 143 shares of SPVM stock, worth $8,329. This represents 0.0% of its overall portfolio holdings.

Number of Shares

143

Previous 143 -0.0%

Holding current value

$8,329

Previous $8,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	BUY	$34.59 - $41.12 $4,946 - $5,880	143 New	143 $6,000

Others Institutions Holding SPVM

# of Institutions

Shares Held

487K

Call Options Held

Put Options Held

Beta Wealth Group, Inc.

141K
Shares

$8.21 Million
4.07% of portfolio
Lpl Financial LLC Fort Mill, SC

81.6K
Shares

$4.75 Million
0.0% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

76.8K
Shares

$4.47 Million
2.57% of portfolio
Cooper Financial Group

48K
Shares

$2.79 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

35.7K
Shares

$2.08 Million
0.0% of portfolio

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About INVESCO S&P 500 VALUE WITH MOM

Ticker SPVM
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Key F Inancial Inc Invesco S&P 500 Value With Mom Transaction History