Balboa Wealth Partners Invesco ETF Tr Ii S&P 500 Low Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Balboa Wealth Partners holds 3,300 shares of SPLV stock, worth $214,038. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,300
Previous 3,568 7.51%
Holding current value
$214,038
Previous $223,000 2.69%
% of portfolio
0.07%
Previous 0.08%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$62.43 - $65.87 $16,731 - $17,653
-268 Reduced 7.51%
3,300 $217,000
Q4 2023

Feb 09, 2024
BUY
$57.48 - $63.4 $3,161 - $3,487
55 Added 1.57%
3,568 $223,000
Q3 2023

Oct 23, 2023
SELL
$58.79 - $64.1 $20,929 - $22,819
-356 Reduced 9.2%
3,513 $206,000
Q2 2023

Aug 08, 2023
SELL
$60.28 - $64.24 $14,889 - $15,867
-247 Reduced 6.0%
3,869 $243,000
Q4 2022

Feb 14, 2023
BUY
$61.02 - $65.36 $305 - $326
5 Added 0.12%
4,116 $263,000
Q3 2022

Jan 04, 2023
BUY
$60.66 - $67.03 $249,373 - $275,560
4,111 New
4,111 $238,000

Others Institutions Holding SPLV

# of Institutions
728
Shares Held
76.8M
Call Options Held
59.6K
Put Options Held
11.4K
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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