Org Wealth Partners, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Org Wealth Partners, LLC

$139 Million
Q4 2024

Number of Shares

0

Previous 0 NaN%

Holding current value

$0

Previous $30,000 100.0%

% of portfolio

0.0%

Previous 0.0%

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 10, 2025	BUY	$69.58 - $74.87 $0 - $0	0 New	0 $0
Q3 2024 Oct 11, 2024	BUY	$64.57 - $71.76 $0 - $0	0 New	0 $30,000

Others Institutions Holding SPLV

# of Institutions

798

Shares Held

66.3M

Call Options Held

29.8K

Put Options Held

1.11M

Morgan Stanley New York, NY

8.29M
Shares

$599 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

6.81M
Shares

$493 Million
0.04% of portfolio
Alaska Permanent Fund Corp Juneau, AK

4.57M
Shares

$330 Million
4.77% of portfolio
Lpl Financial LLC Fort Mill, SC

2.99M
Shares

$216 Million
0.09% of portfolio
Wells Fargo & Company San Francisco, CA

1.76M
Shares

$127 Million
0.03% of portfolio

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

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