New Edge Advisors, LLC Invesco S&P 500 Value With Mom Transaction History

New Edge Advisors, LLC

  • $16 Billion
  • Q4 2024

A detailed history of New Edge Advisors, LLC transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, New Edge Advisors, LLC holds 4,942 shares of SPVM stock, worth $292,714. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,942
Previous 5,881 15.97%
Holding current value
$292,714
Previous $343,000 17.2%
% of portfolio
0.0%
Previous 0.0%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
SELL
$57.12 - $63.07 $53,635 - $59,222
-939 Reduced 15.97%
4,942 $284,000
Q3 2024

Nov 14, 2024
SELL
$53.4 - $58.69 $9,238 - $10,153
-173 Reduced 2.86%
5,881 $343,000
Q2 2024

Aug 15, 2024
SELL
$53.21 - $56.21 $212 - $224
-4 Reduced 0.07%
6,054 $328,000
Q1 2024

May 14, 2024
SELL
$49.65 - $56.39 $2,234 - $2,537
-45 Reduced 0.74%
6,058 $341,000
Q4 2023

Feb 13, 2024
SELL
$45.7 - $50.96 $170,461 - $190,080
-3,730 Reduced 37.93%
6,103 $309,000
Q3 2023

Nov 14, 2023
SELL
$47.35 - $50.08 $90,769 - $96,003
-1,917 Reduced 16.31%
9,833 $466,000
Q2 2023

Aug 14, 2023
SELL
$44.72 - $48.53 $23,567 - $25,575
-527 Reduced 4.29%
11,750 $564,000
Q1 2023

May 12, 2023
SELL
$44.83 - $51.29 $58,727 - $67,189
-1,310 Reduced 9.64%
12,277 $582,000
Q4 2022

Feb 14, 2023
SELL
$45.48 - $52.25 $14,280 - $16,406
-314 Reduced 2.26%
13,587 $670,000
Q3 2022

Nov 14, 2022
SELL
$44.27 - $51.47 $1,682 - $1,955
-38 Reduced 0.27%
13,901 $615,000
Q2 2022

Aug 09, 2022
SELL
$45.44 - $55.67 $8,588 - $10,521
-189 Reduced 1.34%
13,939 $645,000
Q1 2022

May 13, 2022
SELL
$50.63 - $55.29 $103,690 - $113,233
-2,048 Reduced 12.66%
14,128 $765,000
Q4 2021

Feb 17, 2022
SELL
$48.62 - $52.05 $1.76 Million - $1.88 Million
-36,204 Reduced 69.12%
16,176 $835,000
Q3 2021

Oct 29, 2021
BUY
$46.53 - $50.63 $2.44 Million - $2.65 Million
52,380 New
52,380 $2.53 Million

Others Institutions Holding SPVM

# of Institutions
21
Shares Held
266K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO S&P 500 VALUE WITH MOM

SPVM Quotes by TradingView
  • Ticker SPVM
  • Sector ETFs
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