Kingswood Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Kingswood Wealth Advisors, LLC
- $1.33 Trillion
- Q4 2024
A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 10,942 shares of SPMO stock, worth $1.13 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
10,942
Previous 6,079
80.0%
Holding current value
$1.13 Million
Previous $551 Million
88.67%
% of portfolio
0.08%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding SPMO
# of Institutions
305Shares Held
22.2MCall Options Held
26.9KPut Options Held
30K-
Envestnet Asset Management Inc5.45MShares$561 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.18MShares$224 Million0.09% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$199 Million1.23% of portfolio
-
Mainstay Capital Management LLC1.22MShares$125 Million19.53% of portfolio
-
Jpmorgan Chase & CO New York, NY618KShares$63.6 Million0.0% of portfolio