ArborFi Advisors, LLC SPMO Holdings History
Number of Shares
19,995.00
Current Holdings Value*
$1.85 Mil
% of Portfolio
1.84%
Total Estimate Gain
$308,986.05
% of Total Estimate Gain
16.13%
ArborFi Advisors, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, ArborFi Advisors, LLC held 19,995.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $1.85 Mil. This investment constitutes 1.84% of their stock portfolio, and ArborFi Advisors, LLC now holds 0.03% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q4. And since then ArborFi Advisors, LLC has made 1 purchases of SPMO, at an average price of $95.80, for a total of 19,995.00 shares. Based on historical transaction data and SPMO's current price of $111.25, ArborFi Advisors, LLC's estimated gain on his SPMO holdings is $308,986.05, reflecting a 16.13% gain to date.
ArborFi Advisors, LLC SPMO ($111.25) Holding Chart
ArborFi Advisors, LLC SPMO ($111.25) 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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