Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$160,111.95
% of Total Estimate Gain
1.89%

SURIENCE PRIVATE WEALTH LLC's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-06-30, SURIENCE PRIVATE WEALTH LLC held - shares of Invesco S&P 500 Momentum ETF(SPMO), totaling N/A. This investment constitutes 0% of their stock portfolio, and SURIENCE PRIVATE WEALTH LLC now holds 0% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2025Q1. And since then SURIENCE PRIVATE WEALTH LLC has made 1 purchases of SPMO, at an average price of $97.86, for a total of 86,547.00 shares. In addition, there have been 1 sales at an average price of $99.71 for 86,547.00 shares. Based on historical transaction data and SPMO's current price of $114.34, SURIENCE PRIVATE WEALTH LLC's estimated gain on his SPMO holdings is $160,111.95, reflecting a 1.89% gain to date.

SURIENCE PRIVATE WEALTH LLC SPMO ($114.34) Holding Chart

SURIENCE PRIVATE WEALTH 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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