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 $1.07 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

14,985

Previous 23,372 35.88%

Holding current value

$1.07 Million

Previous $1.54 Billion 30.18%

% of portfolio

0.45%

Previous 1.18%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

756

Shares Held

63.5M

Call Options Held

17.9K

Put Options Held

7.6K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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