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 $142,176. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,400

Holding current value

$142,176

% 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

487K

Call Options Held

Put Options Held

Beta Wealth Group, Inc.

141K
Shares

$8.35 Million
4.07% of portfolio
Lpl Financial LLC Fort Mill, SC

81.6K
Shares

$4.83 Million
0.0% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

76.8K
Shares

$4.55 Million
2.57% of portfolio
Cooper Financial Group

48K
Shares

$2.84 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

35.7K
Shares

$2.12 Million
0.0% of portfolio

View Full List

About INVESCO S&P 500 VALUE WITH MOM

Ticker SPVM
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