PRIMORIS WEALTH ADVISORS, LLC SPMO Holdings History
PRIMORIS WEALTH ADVISORS, LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 55,871.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $5.17 Mil. This investment constitutes 4% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.1% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q3. And since then PRIMORIS WEALTH ADVISORS, LLC has made 2 purchases of SPMO, at an average price of $97.27, for a total of 55,971.00 shares. In addition, there have been 1 sales at an average price of $94.86 for 100.00 shares. Based on historical transaction data and SPMO's current price of $114.84, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his SPMO holdings is $981,509.58, reflecting a 18.03% gain to date.
PRIMORIS WEALTH ADVISORS, LLC SPMO ($114.84) Holding Chart
PRIMORIS WEALTH ADVISORS, LLC SPMO ($114.84) 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
