StoneCrest Wealth Management, Inc. SPMO Holdings History
StoneCrest Wealth Management, Inc.'s Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, StoneCrest Wealth Management, Inc. held 62,200.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $5.76 Mil. This investment constitutes 3.66% of their stock portfolio, and StoneCrest Wealth Management, Inc. now holds 0.11% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q2. And since then StoneCrest Wealth Management, Inc. has made 4 purchases of SPMO, at an average price of $83.66, for a total of 62,200.00 shares. Based on historical transaction data and SPMO's current price of $112.17, StoneCrest Wealth Management, Inc.'s estimated gain on his SPMO holdings is $1.77 Mil, reflecting a 34.08% gain to date.
StoneCrest Wealth Management, Inc. SPMO ($112.17) Holding Chart
StoneCrest Wealth Management, Inc. SPMO ($112.17) 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
