Private Trust CO Na Invesco S&P 500 Value With Mom Transaction History

Private Trust CO Na

$938 Million
Q1 2025

A detailed history of Private Trust CO Na transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Private Trust CO Na holds 2,400 shares of SPVM stock, worth $133,848. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,400

Holding current value

$133,848

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 28, 2025	BUY	$55.27 - $60.16 $132,648 - $144,384	2,400 New	2,400 $137,000

Others Institutions Holding SPVM

# of Institutions

Shares Held

346K

Call Options Held

Put Options Held

Capstone Wealth Management Group, LLC Clarks Green, PA

76.8K
Shares

$4.28 Million
2.57% of portfolio
Lpl Financial LLC Fort Mill, SC

73.5K
Shares

$4.1 Million
0.0% of portfolio
Cooper Financial Group

49.4K
Shares

$2.76 Million
0.35% of portfolio
Bank Of America Corp Charlotte, NC

36.2K
Shares

$2.02 Million
0.0% of portfolio
Morgan Stanley New York, NY

29K
Shares

$1.61 Million
0.0% of portfolio

View Full List

About INVESCO S&P 500 VALUE WITH MOM

Ticker SPVM
Sector ETFs
Industry ETFs

More about SPVM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Private Trust CO Na, based on Form 13F filings with the SEC.

News

Stay updated on Private Trust CO Na with notifications on news.

Account