Sunbelt Securities, Inc. Invesco S&P 500 Value With Mom Transaction History

Sunbelt Securities, Inc.

$1.01 Billion
Q1 2025

A detailed history of Sunbelt Securities, Inc. transactions in Invesco S&P 500 Value With Mom stock. As of the latest transaction made, Sunbelt Securities, Inc. holds 12 shares of SPVM stock, worth $695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$695

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Apr 24, 2025	BUY	$55.27 - $60.16 $663 - $721	12 New	12 $0

Others Institutions Holding SPVM

# of Institutions

Shares Held

487K

Call Options Held

Put Options Held

Beta Wealth Group, Inc.

141K
Shares

$8.17 Million
4.07% of portfolio
Lpl Financial LLC Fort Mill, SC

81.6K
Shares

$4.73 Million
0.0% of portfolio
Capstone Wealth Management Group, LLC Clarks Green, PA

76.8K
Shares

$4.45 Million
2.57% of portfolio
Cooper Financial Group

48K
Shares

$2.78 Million
0.38% of portfolio
Bank Of America Corp Charlotte, NC

35.7K
Shares

$2.07 Million
0.0% of portfolio

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