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

Lakeridge Wealth Management LLC

$217 Billion
Q2 2025

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 7,538 shares of SPLV stock, worth $552,912. This represents 0.25% of its overall portfolio holdings.

Number of Shares

7,538

Previous 8,286 9.03%

Holding current value

$552,912

Previous $619 Million 11.35%

% of portfolio

0.25%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$68.13 - $74.77 $50,961 - $55,927	-748 Reduced 9.03%	7,538 $549 Million
Q1 2025 Apr 16, 2025	SELL	$68.32 - $75.06 $104,871 - $115,217	-1,535 Reduced 15.63%	8,286 $619 Million
Q4 2024 Jan 30, 2025	BUY	$69.58 - $74.87 $1,322 - $1,422	19 Added 0.19%	9,821 $687 Million
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

862

Shares Held

257M

Call Options Held

460K

Put Options Held

33.3K

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