Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Clear Perspectives Financial Planning, LLC

$178 Million
Q1 2023

A detailed history of Clear Perspectives Financial Planning, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Clear Perspectives Financial Planning, LLC holds 26,675 shares of SPLV stock, worth $1.9 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares

26,675

Previous 28,706 7.08%

Holding current value

$1.9 Million

Previous $1.83 Million 9.27%

% of portfolio

0.93%

Previous 0.98%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 11, 2023	SELL	$59.48 - $65.02 $120,803 - $132,055	-2,031 Reduced 7.08%	26,675 $1.66 Million
Q4 2022 Feb 13, 2023	BUY	$56.92 - $65.36 $47,983 - $55,098	843 Added 3.03%	28,706 $1.83 Million
Q3 2022 Nov 09, 2022	BUY	$57.83 - $67.03 $1.38 Million - $1.6 Million	23,870 Added 597.8%	27,863 $1.61 Million
Q1 2022 May 12, 2022	SELL	$62.23 - $68.01 $9,334 - $10,201	-150 Reduced 3.62%	3,993 $268,000
Q4 2020 Feb 01, 2021	BUY	$52.03 - $56.23 $215,560 - $232,960	4,143 New	4,143 $233,000

Others Institutions Holding SPLV

# of Institutions

769

Shares Held

65.3M

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

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Clear Perspectives Financial Planning, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History