Private Trust CO Na Invesco S&P 500 Value With Mom Transaction History
Private Trust CO Na
- $1.07 Billion
- Q3 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 4,620 shares of SPVM stock, worth $302,379. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,620
Previous 4,620
-0.0%
Holding current value
$302,379
Previous $276,000
9.78%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding SPVM
# of Institutions
25Shares Held
602KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11.6 Million6.25% of portfolio
-
Capstone Wealth Management Group, LLC Clarks Green, PA152KShares$9.96 Million4.24% of portfolio
-
Lpl Financial LLC Fort Mill, SC116KShares$7.59 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC37.2KShares$2.43 Million0.0% of portfolio
-
Morgan Stanley New York, NY21.2KShares$1.38 Million0.0% of portfolio