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

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

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 10,511 shares of SPVU stock, worth $515,879. This represents 0.02% of its overall portfolio holdings.

Number of Shares

10,511

Previous 12,857 18.25%

Holding current value

$515,879

Previous $641,000 21.53%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$40.25 - $43.82 $10,787 - $11,743	268 Added 1.62%	16,779 $686,000
Q3 2022 Nov 03, 2022	SELL	N/A	-69 Reduced 0.42%	16,511 $598,000
Q2 2022 Jul 29, 2022	BUY	N/A	16,580 New	16,580 $651,000

Others Institutions Holding SPVU

# of Institutions

Shares Held

1.2M

Call Options Held

Put Options Held

View Full List

About INVESCO ETF TR II S&P 500 ENHA

Ticker SPVU
Sector ETFs
Industry ETFs

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