Morgan Stanley Invesco S&P 500 Value With Mom Call Options Transaction History

Morgan Stanley

$1.59 Trillion
Q3 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding SPVM

# of Institutions

25

Shares Held

602K

Call Options Held

0

Put Options Held

0

Beta Wealth Group, Inc.

178K
Shares

$11.6 Million
6.25% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

152K
Shares

$9.96 Million
4.24% of portfolio
Lpl Financial LLC Fort Mill, SC

116K
Shares

$7.59 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

37.2K
Shares

$2.43 Million
0.0% of portfolio
Raymond James Financial Inc St. Petersburg, FL

19.6K
Shares

$1.28 Million
0.0% of portfolio

About INVESCO S&P 500 VALUE WITH MOM

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