KWB Wealth SPMO Holdings History
KWB Wealth's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, KWB Wealth held 59,714.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $5.67 Mil. This investment constitutes 0.68% of their stock portfolio, and KWB Wealth now holds 0.1% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2025Q1. And since then KWB Wealth has made 1 purchases of SPMO, at an average price of $97.86, for a total of 59,714.00 shares. Based on historical transaction data and SPMO's current price of $112.51, KWB Wealth's estimated gain on his SPMO holdings is $874,810.10, reflecting a 14.97% gain to date.
KWB Wealth SPMO ($112.51) Holding Chart
KWB Wealth SPMO ($112.51) 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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