Avidian Wealth Enterprises, LLC SPMO Holdings History
Avidian Wealth Enterprises, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, Avidian Wealth Enterprises, LLC held 17,339.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $1.60 Mil. This investment constitutes 0.07% of their stock portfolio, and Avidian Wealth Enterprises, LLC now holds 0.03% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q2. And since then Avidian Wealth Enterprises, LLC has made 3 purchases of SPMO, at an average price of $82.55, for a total of 184,135.00 shares. In addition, there have been 1 sales at an average price of $97.86 for 166,796.00 shares. Based on historical transaction data and SPMO's current price of $112.88, Avidian Wealth Enterprises, LLC's estimated gain on his SPMO holdings is $3.08 Mil, reflecting a 20.26% gain to date.
Avidian Wealth Enterprises, LLC SPMO ($112.88) Holding Chart
Avidian Wealth Enterprises, LLC SPMO ($112.88) 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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