Cherry Tree Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Cherry Tree Wealth Management, LLC

  • $398 Billion
  • Q1 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 107,328 shares of SPLV stock, worth $6.97 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
107,328
Previous 113,292 5.26%
Holding current value
$6.97 Million
Previous $7.1 Billion 0.41%
% of portfolio
1.78%
Previous 1.9%

Shares

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

May 01, 2024
SELL
$62.43 - $65.87 $372,332 - $392,848
-5,964 Reduced 5.26%
107,328 $7.07 Billion
Q4 2023

Feb 06, 2024
SELL
$57.48 - $63.4 $366,492 - $404,238
-6,376 Reduced 5.33%
113,292 $7.1 Billion
Q3 2023

Nov 14, 2023
SELL
$58.79 - $64.1 $250,562 - $273,194
-4,262 Reduced 3.44%
119,668 $7.04 Billion
Q2 2023

Aug 09, 2023
BUY
$60.28 - $64.24 $7.47 Million - $7.96 Million
123,930 New
123,930 $7.78 Billion

Others Institutions Holding SPLV

# of Institutions
727
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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