Number of Shares
105,435.00
Current Holdings Value*
$12.69 Mil
% of Portfolio
6.84%
Total Estimate Gain
$4.47 Mil
% of Total Estimate Gain
47.85%

Aspire Wealth Management Corp's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2024-09-30, Aspire Wealth Management Corp held 105,435.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $12.69 Mil. This investment constitutes 6.84% of their stock portfolio, and Aspire Wealth Management Corp now holds 0.49% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2021Q4. And since then Aspire Wealth Management Corp has made 10 purchases of XMMO, at an average price of $88.33, for a total of 105,729.00 shares. In addition, there have been 1 sales at an average price of $75.29 for 294.00 shares. Based on historical transaction data and XMMO's current price of $130.75, Aspire Wealth Management Corp's estimated gain on his XMMO holdings is $4.47 Mil, reflecting a 47.85% gain to date.

Aspire Wealth Management Corp XMMO ($130.75) Holding Chart

Aspire Wealth Management Corp XMMO ($130.75) 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 %

Top Ranked Articles

  • 1