Private Trust CO Na Invesco S&P 500 Value With Mom Transaction History
Private Trust CO Na
- $998 Million
- Q2 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 $284,592. This represents 0.03% of its overall portfolio holdings.
Number of Shares
4,620
Previous 2,400
92.5%
Holding current value
$284,592
Previous $137,000
101.46%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SPVM
# of Institutions
22Shares Held
475KCall Options Held
0Put Options Held
0-
Beta Wealth Group, Inc.178KShares$11 Million5.76% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$6.76 Million0.0% of portfolio
-
Cooper Financial Group47.5KShares$2.93 Million0.35% of portfolio
-
Bank Of America Corp Charlotte, NC36.6KShares$2.26 Million0.0% of portfolio
-
Morgan Stanley New York, NY30.5KShares$1.88 Million0.0% of portfolio