Number of Shares
160,476.00
Current Holdings Value*
$8.22 Mil
% of Portfolio
3.92%
Total Estimate Gain
$544,013.64
% of Total Estimate Gain
7.13%

StoneCrest Wealth Management, Inc.'s Invesco S&P International Developed Momentum ETF Holding Summary

As of 2025-06-30, StoneCrest Wealth Management, Inc. held 160,476.00 shares of Invesco S&P International Developed Momentum ETF(IDMO), totaling $8.22 Mil. This investment constitutes 3.92% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.72% of the outstanding Invesco S&P International Developed Momentum ETF(IDMO) stock.

The initial trade took place in 2025Q2. And since then StoneCrest Wealth Management, Inc. has made 1 purchases of IDMO, at an average price of $47.55, for a total of 160,476.00 shares. Based on historical transaction data and IDMO's current price of $50.94, StoneCrest Wealth Management, Inc.'s estimated gain on his IDMO holdings is $544,013.64, reflecting a 7.13% gain to date.

StoneCrest Wealth Management, Inc. IDMO ($50.94) Holding Chart

StoneCrest Wealth Management, 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 %

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