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 $275,615. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,942
Previous 5,881
15.97%
Holding current value
$275,615
Previous $343,000
17.2%
% of portfolio
0.0%
Previous 0.0%
Shares
14 transactions
Others Institutions Holding SPVM
# of Institutions
25Shares Held
346KCall Options Held
0Put Options Held
0-
Capstone Wealth Management Group, LLC Clarks Green, PA76.8KShares$4.28 Million2.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC73.5KShares$4.1 Million0.0% of portfolio
-
Cooper Financial Group49.4KShares$2.76 Million0.35% of portfolio
-
Bank Of America Corp Charlotte, NC36.2KShares$2.02 Million0.0% of portfolio
-
Morgan Stanley New York, NY29KShares$1.61 Million0.0% of portfolio