Money Concepts Capital Corp Invesco S&P 500 Value With Mom Transaction History
Money Concepts Capital Corp
- $1.5 Billion
- Q3 2025
Shares
3 transactions
Others Institutions Holding SPVM
# of Institutions
22Shares Held
438KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11.4 Million5.76% of portfolio
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Lpl Financial LLC Fort Mill, SC110KShares$7.05 Million0.0% of portfolio
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Bank Of America Corp Charlotte, NC36.6KShares$2.35 Million0.0% of portfolio
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Morgan Stanley New York, NY30.5KShares$1.96 Million0.0% of portfolio
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Raymond James Financial Inc St. Petersburg, FL23KShares$1.48 Million0.0% of portfolio