Fiduciary Planning LLC SPMO Holdings History
Fiduciary Planning LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 38,832.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $3.59 Mil. This investment constitutes 1.18% of their stock portfolio, and Fiduciary Planning LLC now holds 0.07% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q4. And since then Fiduciary Planning LLC has made 2 purchases of SPMO, at an average price of $96.21, for a total of 38,832.00 shares. Based on historical transaction data and SPMO's current price of $114.34, Fiduciary Planning LLC's estimated gain on his SPMO holdings is $704,073.36, reflecting a 18.85% gain to date.
Fiduciary Planning LLC SPMO ($114.34) Holding Chart
Fiduciary Planning LLC SPMO ($114.34) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
