Lwm Advisory Services, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Lwm Advisory Services, LLC
- $131 Million
- Q3 2024
A detailed history of Lwm Advisory Services, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 29,364 shares of SPMO stock, worth $2.85 Million. This represents 2.03% of its overall portfolio holdings.
Number of Shares
29,364
Previous 18,845
55.82%
Holding current value
$2.85 Million
Previous $1.65 Million
61.47%
% of portfolio
2.03%
Previous 1.42%
Shares
3 transactions
Others Institutions Holding SPMO
# of Institutions
223Shares Held
17.5MCall Options Held
22.5KPut Options Held
29.7K-
Envestnet Asset Management Inc5.45MShares$528 Million0.16% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.94MShares$188 Million1.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.24MShares$120 Million0.05% of portfolio
-
Orion Portfolio Solutions, LLC716KShares$69.4 Million0.69% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ617KShares$59.8 Million0.13% of portfolio