Holistic Planning, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Holistic Planning, LLC holds 14,985 shares of SPLV stock, worth $1.07 Million. This represents 0.45% of its overall portfolio holdings.
Number of Shares
14,985
Previous 23,372
35.88%
Holding current value
$1.07 Million
Previous $1.54 Billion
30.18%
% of portfolio
0.45%
Previous 1.18%
Shares
4 transactions
Others Institutions Holding SPLV
# of Institutions
756Shares Held
63.5MCall Options Held
17.9KPut Options Held
7.6K-
Morgan Stanley New York, NY9.31MShares$665 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC7.32MShares$523 Million0.04% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK4.49MShares$321 Million4.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.53MShares$180 Million0.08% of portfolio
-
Envestnet Asset Management Inc1.67MShares$119 Million0.04% of portfolio