Novare Capital Management LLC Invesco S&P 500 Value With Mom Transaction History
Novare Capital Management LLC
- $1.21 Billion
- Q2 2025
Shares
2 transactions
Others Institutions Holding SPVM
# of Institutions
23Shares Held
475KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11 Million5.76% of portfolio
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Lpl Financial LLC Fort Mill, SC110KShares$6.76 Million0.0% of portfolio
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Cooper Financial Group47.5KShares$2.93 Million0.35% of portfolio
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Bank Of America Corp Charlotte, NC35.7KShares$2.2 Million0.0% of portfolio
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Morgan Stanley New York, NY31.6KShares$1.94 Million0.0% of portfolio