Beta Wealth Group, Inc. SPVM Holdings History
Beta Wealth Group, Inc.'s Invesco Russell Top 200 Pure Value ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 140,956.00 shares of Invesco Russell Top 200 Pure Value ETF(SPVM), totaling $8.09 Mil. This investment constitutes 2.9% of their stock portfolio, and Beta Wealth Group, Inc. now holds 15.84% of the outstanding Invesco Russell Top 200 Pure Value ETF(SPVM) stock.
The initial trade took place in 2025Q1. And since then Beta Wealth Group, Inc. has made 1 purchases of SPVM, at an average price of $58.36, for a total of 140,956.00 shares. Based on historical transaction data and SPVM's current price of $60.59, Beta Wealth Group, Inc.'s estimated gain on his SPVM holdings is $313,880.82, reflecting a 3.82% gain to date.
Beta Wealth Group, Inc. SPVM ($60.59) Holding Chart
Beta Wealth Group, Inc. SPVM ($60.59) 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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