Number of Shares
529,531.00
Current Holdings Value*
$23.38 Mil
% of Portfolio
0.5%
Total Estimate Gain
$4.01 Mil
% of Total Estimate Gain
17.48%

GREAT VALLEY ADVISOR GROUP, INC.'s Invesco S&P International Developed Momentum ETF Holding Summary

As of 2025-03-31, GREAT VALLEY ADVISOR GROUP, INC. held 529,531.00 shares of Invesco S&P International Developed Momentum ETF(IDMO), totaling $23.38 Mil. This investment constitutes 0.5% of their stock portfolio, and GREAT VALLEY ADVISOR GROUP, INC. now holds 3.27% of the outstanding Invesco S&P International Developed Momentum ETF(IDMO) stock.

The initial trade took place in 2025Q1. And since then GREAT VALLEY ADVISOR GROUP, INC. has made 1 purchases of IDMO, at an average price of $43.36, for a total of 529,531.00 shares. Based on historical transaction data and IDMO's current price of $50.94, GREAT VALLEY ADVISOR GROUP, INC.'s estimated gain on his IDMO holdings is $4.01 Mil, reflecting a 17.48% gain to date.

GREAT VALLEY ADVISOR GROUP, INC. IDMO ($50.94) Holding Chart

GREAT VALLEY ADVISOR GROUP, INC. IDMO ($50.94) 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