Number of Shares
31,272.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
2.32%
Total Estimate Gain
$368,885.37
% of Total Estimate Gain
10.10%

Symphony Financial Services, Inc.'s Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-03-31, Symphony Financial Services, Inc. held 31,272.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $3.56 Mil. This investment constitutes 2.32% of their stock portfolio, and Symphony Financial Services, Inc. now holds 0.11% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2024Q2. And since then Symphony Financial Services, Inc. has made 3 purchases of XMMO, at an average price of $116.80, for a total of 31,272.00 shares. Based on historical transaction data and XMMO's current price of $128.60, Symphony Financial Services, Inc.'s estimated gain on his XMMO holdings is $368,885.37, reflecting a 10.10% gain to date.

Symphony Financial Services, Inc. XMMO ($128.60) Holding Chart

Symphony Financial Services, Inc. XMMO ($128.60) 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