Wealth Plan Partners, LLC Invesco ETF Tr Ii S&P 500 Mome Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
A detailed history of Wealth Plan Partners, LLC transactions in Invesco ETF Tr Ii S&P 500 Mome stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 7,624 shares of SPMO stock, worth $860,444. This represents 0.1% of its overall portfolio holdings.
Number of Shares
7,624
Previous 7,413
2.85%
Holding current value
$860,444
Previous $704 Million
0.16%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding SPMO
# of Institutions
427Shares Held
37.1MCall Options Held
23.3KPut Options Held
16.4K-
Envestnet Asset Management Inc6.01MShares$679 Million0.19% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.58MShares$404 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.85MShares$209 Million0.01% of portfolio
-
Clark Capital Management Group, Inc. Philadelphia, PA1.68MShares$190 Million1.16% of portfolio
-
Cwm, LLC1.31MShares$148 Million0.48% of portfolio