Fortis Group Advisors, LLC SPMO Holdings History
Fortis Group Advisors, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, Fortis Group Advisors, LLC held 165,435.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $15.31 Mil. This investment constitutes 2.97% of their stock portfolio, and Fortis Group Advisors, LLC now holds 0.24% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q1. And since then Fortis Group Advisors, LLC has made 3 purchases of SPMO, at an average price of $81.96, for a total of 358,057.00 shares. In addition, there have been 2 sales at an average price of $94.15 for 192,622.00 shares. Based on historical transaction data and SPMO's current price of $114.34, Fortis Group Advisors, LLC's estimated gain on his SPMO holdings is $7.70 Mil, reflecting a 26.25% gain to date.
Fortis Group Advisors, LLC SPMO ($114.34) Holding Chart
Fortis Group Advisors, 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 % | |||
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