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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,445 shares of SPLV stock, worth $598,750. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,445
Previous 10,287 17.91%
Holding current value
$598,750
Previous $668 Million 9.34%
% of portfolio
0.12%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
SELL
$64.57 - $71.76 $118,937 - $132,181
-1,842 Reduced 17.91%
8,445 $606 Million
Q1 2023

Sep 11, 2024
SELL
$59.48 - $65.02 $45,383 - $49,610
-763 Reduced 6.9%
10,287 $642 Million
Q4 2022

Sep 11, 2024
BUY
$56.92 - $65.36 $43,429 - $49,869
763 Added 7.42%
11,050 $706 Million
Q2 2022

Sep 11, 2024
SELL
$58.54 - $69.42 $26,343 - $31,239
-450 Reduced 4.19%
10,287 $638 Million
Q1 2022

Sep 11, 2024
BUY
$62.23 - $68.01 $28,003 - $30,604
450 Added 4.37%
10,737 $720 Million
Q4 2021

Sep 10, 2024
SELL
$61.08 - $68.63 $101,392 - $113,925
-1,660 Reduced 13.89%
10,287 $706 Million
Q1 2021

Sep 10, 2024
SELL
$53.92 - $58.74 $6,470 - $7,048
-120 Reduced 0.99%
11,947 $695 Million
Q1 2020

Sep 10, 2024
SELL
$39.35 - $62.03 $118,679 - $187,082
-3,016 Reduced 20.0%
12,067 $566 Million
Q4 2019

Sep 09, 2024
BUY
$56.67 - $58.34 $854,753 - $879,942
15,083 New
15,083 $880 Million

Others Institutions Holding SPLV

# of Institutions
771
Shares Held
67M
Call Options Held
24.8K
Put Options Held
320K
View Full List

About INVESCO ETF TR II S&P 500 LOW

SPLV Quotes by TradingView
  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
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