Number of Shares
1.31 Mil
Current Holdings Value*
$121.51 Mil
% of Portfolio
0.48%
Total Estimate Gain
$22.78 Mil
% of Total Estimate Gain
17.90%
CWM, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, CWM, LLC held 1.31 Mil shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $121.51 Mil. This investment constitutes 0.48% of their stock portfolio, and CWM, LLC now holds 1.93% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q1. And since then CWM, LLC has made 3 purchases of SPMO, at an average price of $96.84, for a total of 1.31 Mil shares. In addition, there have been 2 sales at an average price of $82.22 for 879.00 shares. Based on historical transaction data and SPMO's current price of $114.20, CWM, LLC's estimated gain on his SPMO holdings is $22.78 Mil, reflecting a 17.90% gain to date.
CWM, LLC SPMO ($114.20) Holding Chart
CWM, LLC SPMO ($114.20) 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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