SWM
PSMB

Spire Wealth Management’s Invesco Balanced Multi-Asset Allocation ETF PSMB Stock Holding History

Spire Wealth Management’s Portfolio PSMB Stock Details PSMB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-216
Closed -$3.21K – 2566
2023
Q1 		$3.21K Buy
+216
New +$3.22K ﹤0.01% 2149

Other funds holding PSMB

GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return