Lakeridge Wealth Management LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Lakeridge Wealth Management LLC

$182 Billion
Q3 2024

A detailed history of Lakeridge Wealth Management LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 9,802 shares of SPLV stock, worth $693,099. This represents 0.39% of its overall portfolio holdings.

Number of Shares

9,802

Previous 9,760 0.43%

Holding current value

$693,099

Previous $634 Million 10.91%

% of portfolio

0.39%

Previous 0.38%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 07, 2024	BUY	$64.57 - $71.76 $2,711 - $3,013	42 Added 0.43%	9,802 $703 Million
Q2 2024 Aug 01, 2024	BUY	$62.61 - $66.18 $241,486 - $255,256	3,857 Added 65.34%	9,760 $634 Million
Q1 2024 Apr 29, 2024	BUY	$62.43 - $65.87 $4,557 - $4,808	73 Added 1.25%	5,903 $389 Million
Q4 2023 Feb 14, 2024	BUY	$57.48 - $63.4 $335,108 - $369,622	5,830 New	5,830 $365 Million

Others Institutions Holding SPLV

# of Institutions

769

Shares Held

65.3M

Call Options Held

24.8K

Put Options Held

320K

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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Lakeridge Wealth Management LLC Invesco ETF Tr Ii S&P 500 Low Transaction History