Cliftonlarsonallen Wealth Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Cliftonlarsonallen Wealth Advisors, LLC

  • $4.33 Billion
  • Q3 2024

A detailed history of Cliftonlarsonallen Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Cliftonlarsonallen Wealth Advisors, LLC holds 367,143 shares of SPLV stock, worth $25.8 Million. This represents 0.61% of its overall portfolio holdings.

Number of Shares
367,143
Previous 380,867 3.6%
Holding current value
$25.8 Million
Previous $24.7 Million 6.46%
% of portfolio
0.61%
Previous 0.53%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$64.57 - $71.76 $886,158 - $984,834
-13,724 Reduced 3.6%
367,143 $26.3 Million
Q2 2024

Jul 11, 2024
BUY
$62.61 - $66.18 $166,229 - $175,707
2,655 Added 0.7%
380,867 $24.7 Million
Q1 2024

May 02, 2024
SELL
$62.43 - $65.87 $492,947 - $520,109
-7,896 Reduced 2.05%
378,212 $24.9 Million
Q4 2023

Jan 16, 2024
SELL
$57.48 - $63.4 $1.41 Million - $1.56 Million
-24,543 Reduced 5.98%
386,108 $24.2 Million
Q3 2023

Oct 13, 2023
SELL
$58.79 - $64.1 $414,528 - $451,969
-7,051 Reduced 1.69%
410,651 $24.1 Million
Q2 2023

Jul 14, 2023
SELL
$60.28 - $64.24 $988,893 - $1.05 Million
-16,405 Reduced 3.78%
417,702 $26.2 Million
Q1 2023

Apr 12, 2023
BUY
$59.48 - $65.02 $492,970 - $538,885
8,288 Added 1.95%
434,107 $27.1 Million
Q4 2022

Jan 19, 2023
BUY
$56.92 - $65.36 $24.2 Million - $27.8 Million
425,819 New
425,819 $0
Q2 2022

Jul 08, 2022
BUY
$58.54 - $69.42 $769,683 - $912,734
13,148 Added 3.6%
378,235 $23.5 Million
Q1 2022

Apr 27, 2022
BUY
$62.23 - $68.01 $122,033 - $133,367
1,961 Added 0.54%
365,087 $24.5 Million
Q4 2021

Jan 26, 2022
SELL
$61.08 - $68.63 $83,496 - $93,817
-1,367 Reduced 0.38%
363,126 $24.9 Million
Q3 2021

Nov 02, 2021
BUY
$60.84 - $64.67 $22.2 Million - $23.6 Million
364,493 New
364,493 $22.2 Million
Q3 2021

Oct 14, 2021
SELL
$60.84 - $64.67 $21.5 Million - $22.9 Million
-353,554 Closed
0 $0
Q2 2021

Jul 21, 2021
BUY
$58.35 - $61.95 $489,323 - $519,512
8,386 Added 2.43%
353,554 $21.5 Million
Q1 2021

May 24, 2021
BUY
$53.92 - $58.74 $1.3 Million - $1.42 Million
24,105 Added 7.51%
345,168 $20.1 Million
Q4 2020

Jan 14, 2021
BUY
$52.03 - $56.23 $86,629 - $93,622
1,665 Added 0.52%
321,063 $18.1 Million
Q3 2020

Oct 13, 2020
BUY
$49.96 - $55.57 $448,041 - $498,351
8,968 Added 2.89%
319,398 $17.1 Million
Q2 2020

Jul 16, 2020
BUY
$44.63 - $51.65 $12.1 Million - $14 Million
271,507 Added 697.55%
310,430 $15.4 Million
Q4 2019

Jan 29, 2020
BUY
$56.67 - $58.34 $2.21 Million - $2.27 Million
38,923 New
38,923 $2.27 Million

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

SPLV Quotes by TradingView
  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
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