Cyndeo Wealth Partners, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Cyndeo Wealth Partners, LLC

$1.19 Billion
Q1 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 3,694 shares of SPLV stock, worth $239,925. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,694

Previous 13,617 72.87%

Holding current value

$239,925

Previous $853,000 71.51%

% of portfolio

0.02%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 16, 2024	SELL	$62.43 - $65.87 $619,492 - $653,628	-9,923 Reduced 72.87%	3,694 $243,000
Q4 2023 Jan 12, 2024	SELL	$57.48 - $63.4 $13 Million - $14.3 Million	-225,728 Reduced 94.31%	13,617 $853,000
Q3 2023 Oct 10, 2023	SELL	$58.79 - $64.1 $103,823 - $113,200	-1,766 Reduced 0.73%	239,345 $14.1 Million
Q2 2023 Jul 27, 2023	SELL	$60.28 - $64.24 $4.73 Million - $5.04 Million	-78,515 Reduced 24.56%	241,111 $15.1 Million
Q1 2023 Apr 21, 2023	BUY	$59.48 - $65.02 $702,280 - $767,691	11,807 Added 3.84%	319,626 $19.9 Million

Q4 2022 Jan 25, 2023	BUY	$61.02 - $65.36 $18.8 Million - $20.1 Million	307,819 New	307,819 $0

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

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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Cyndeo Wealth Partners, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History