Holistic Planning, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Holistic Planning, LLC holds 14,985 shares of SPLV stock, worth $1.11 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
14,985
Previous 23,372 35.88%
Holding current value
$1.11 Million
Previous $1.54 Billion 30.18%
% of portfolio
0.45%
Previous 1.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
SELL
$64.57 - $71.76 $541,548 - $601,851
-8,387 Reduced 35.88%
14,985 $1.07 Billion
Q2 2024

Jul 22, 2024
SELL
$62.61 - $66.18 $35,875 - $37,921
-573 Reduced 2.39%
23,372 $1.54 Billion
Q1 2024

May 01, 2024
SELL
$62.43 - $65.87 $173,055 - $182,591
-2,772 Reduced 10.38%
23,945 $1.58 Billion
Q4 2023

Feb 14, 2024
BUY
$57.48 - $63.4 $1.54 Million - $1.69 Million
26,717 New
26,717 $1.67 Billion

Others Institutions Holding SPLV

# of Institutions
766
Shares Held
65.1M
Call Options Held
24.8K
Put Options Held
320K
View Full List

About INVESCO ETF TR II S&P 500 LOW

SPLV Quotes by TradingView
  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
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