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%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About INVESCO ETF TR II S&P 500 LOW


  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
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