Amplius Wealth Advisors, LLC IDMO Holdings History
Amplius Wealth Advisors, LLC's Invesco S&P International Developed Momentum ETF Holding Summary
As of 2025-03-31, Amplius Wealth Advisors, LLC held 135,758.00 shares of Invesco S&P International Developed Momentum ETF(IDMO), totaling $6.00 Mil. This investment constitutes 0.62% of their stock portfolio, and Amplius Wealth Advisors, LLC now holds 1.16% of the outstanding Invesco S&P International Developed Momentum ETF(IDMO) stock.
The initial trade took place in 2025Q1. And since then Amplius Wealth Advisors, LLC has made 1 purchases of IDMO, at an average price of $43.36, for a total of 135,758.00 shares. Based on historical transaction data and IDMO's current price of $50.94, Amplius Wealth Advisors, LLC's estimated gain on his IDMO holdings is $1.03 Mil, reflecting a 17.48% gain to date.
Amplius Wealth Advisors, LLC IDMO ($50.94) Holding Chart
Amplius Wealth Advisors, LLC IDMO ($50.94) 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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