WATERSHED PRIVATE WEALTH LLC SPMO Holdings History
WATERSHED PRIVATE WEALTH LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-06-30, WATERSHED PRIVATE WEALTH LLC held 31,278.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $3.52 Mil. This investment constitutes 1.28% of their stock portfolio, and WATERSHED PRIVATE WEALTH LLC now holds 0.03% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q4. And since then WATERSHED PRIVATE WEALTH LLC has made 1 purchases of SPMO, at an average price of $94.86, for a total of 52,627.00 shares. In addition, there have been 2 sales at an average price of $97.97 for 21,349.00 shares. Based on historical transaction data and SPMO's current price of $114.36, WATERSHED PRIVATE WEALTH LLC's estimated gain on his SPMO holdings is $676,241.65, reflecting a 13.55% gain to date.
WATERSHED PRIVATE WEALTH LLC SPMO ($114.36) Holding Chart
WATERSHED PRIVATE WEALTH LLC SPMO ($114.36) 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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