Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$24,540.00
% of Total Estimate Gain
3.16%

ADG Wealth Management Group, LLC's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-03-31, ADG Wealth Management Group, LLC held - shares of Invesco S&P 500 Momentum ETF(SPMO), totaling N/A. This investment constitutes 0% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $97.86 for 8,180.00 shares. Based on historical transaction data and SPMO's current price of $112.07, ADG Wealth Management Group, LLC's estimated gain on his SPMO holdings is $24,540.00, reflecting a 3.16% gain to date.

ADG Wealth Management Group, LLC SPMO ($112.07) Holding Chart

ADG Wealth Management Group, LLC SPMO ($112.07) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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