Buckingham Strategic Wealth, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 4,097 shares of SPLV stock, worth $302,727. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,097

Previous 4,625 11.42%

Holding current value

$302,727

Previous $304,000 12.5%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$62.61 - $66.18 $33,058 - $34,943	-528 Reduced 11.42%	4,097 $266,000
Q1 2024 May 09, 2024	BUY	$62.43 - $65.87 $38,394 - $40,510	615 Added 15.34%	4,625 $304,000
Q4 2023 Feb 14, 2024	BUY	$57.48 - $63.4 $24,314 - $26,818	423 Added 11.79%	4,010 $251,000
Q3 2023 Nov 13, 2023	BUY	$58.79 - $64.1 $9,994 - $10,896	170 Added 4.98%	3,587 $210,000
Q4 2022 Feb 13, 2023	SELL	$56.92 - $65.36 $35,176 - $40,392	-618 Reduced 15.32%	3,417 $218,000
Q2 2022 Aug 12, 2022	BUY	$58.54 - $69.42 $7,493 - $8,885	128 Added 3.28%	4,035 $250,000
Q1 2022 May 10, 2022	BUY	$62.23 - $68.01 $243,132 - $265,715	3,907 New	3,907 $262,000
Q2 2020 Aug 03, 2020	SELL	$44.63 - $51.65 $653,650 - $756,465	-14,646 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$39.35 - $62.03 $576,320 - $908,491	14,646 New	14,646 $687,000

Others Institutions Holding SPLV

# of Institutions

766

Shares Held

65.1M

Call Options Held

24.8K

Put Options Held

320K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Buckingham Strategic Wealth, LLC with notifications on news.

Account

Buckingham Strategic Wealth, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History