Avidian Wealth Solutions, LLC Invesco ETF Tr Ii S&P 500 Enha Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Invesco ETF Tr Ii S&P 500 Enha stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 8,776 shares of SPVU stock, worth $430,199. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,776
Previous 8,186 7.21%
Holding current value
$430,199
Previous $402,000 12.69%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$49.08 - $52.44 $28,957 - $30,939
590 Added 7.21%
8,776 $453,000
Q4 2024

Jan 29, 2025
SELL
$48.65 - $54.12 $14,400 - $16,019
-296 Reduced 3.49%
8,186 $402,000
Q3 2024

Oct 30, 2024
SELL
$46.58 - $50.48 $94,510 - $102,423
-2,029 Reduced 19.3%
8,482 $422,000
Q2 2024

Aug 06, 2024
SELL
$46.99 - $49.7 $110,238 - $116,596
-2,346 Reduced 18.25%
10,511 $503,000
Q1 2024

May 03, 2024
SELL
$43.02 - $49.86 $85,609 - $99,221
-1,990 Reduced 13.4%
12,857 $641,000
Q4 2023

Feb 06, 2024
SELL
$37.91 - $44.58 $248,424 - $292,132
-6,553 Reduced 30.62%
14,847 $656,000
Q3 2023

Oct 13, 2023
SELL
$40.29 - $43.04 $44,238 - $47,257
-1,098 Reduced 4.88%
21,400 $866,000
Q2 2023

Aug 03, 2023
SELL
$37.76 - $41.16 $23,977 - $26,136
-635 Reduced 2.74%
22,498 $915,000
Q1 2023

May 08, 2023
BUY
$38.09 - $44.73 $242,023 - $284,214
6,354 Added 37.87%
23,133 $927,000
Q4 2022

Feb 06, 2023
BUY
$36.53 - $43.82 $9,790 - $11,743
268 Added 1.62%
16,779 $686,000
Q3 2022

Nov 03, 2022
SELL
$36.19 - $43.84 $2,497 - $3,024
-69 Reduced 0.42%
16,511 $598,000
Q2 2022

Jul 29, 2022
BUY
$38.97 - $46.17 $646,122 - $765,498
16,580 New
16,580 $651,000

Others Institutions Holding SPVU

# of Institutions
45
Shares Held
944K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P 500 ENHA

SPVU Quotes by TradingView
  • Ticker SPVU
  • Sector ETFs
  • Industry ETFs
More about SPVU
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email