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

Holistic Planning, LLC

$295 Billion
Q1 2025

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 12,192 shares of SPLV stock, worth $887,943. This represents 0.31% of its overall portfolio holdings.

Number of Shares

12,192

Previous 12,765 4.49%

Holding current value

$887,943

Previous $894 Million 1.95%

% of portfolio

0.31%

Previous 0.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$68.32 - $75.06 $39,147 - $43,009	-573 Reduced 4.49%	12,192 $911 Million
Q4 2024 Jan 24, 2025	SELL	$69.58 - $74.87 $154,467 - $166,211	-2,220 Reduced 14.81%	12,765 $894 Million
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

833

Shares Held

67M

Call Options Held

32K

Put Options Held

1.82M

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