A detailed history of Journey Strategic Wealth LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 9,126 shares of SPLV stock, worth $645,299. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,126
Previous 5,702 60.05%
Holding current value
$645,299
Previous $370,000 76.76%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 12, 2024

BUY
$64.57 - $71.76 $221,087 - $245,706
3,424 Added 60.05%
9,126 $654,000
Q2 2023

Aug 14, 2023

BUY
$60.28 - $64.24 $120 - $128
2 Added 0.04%
5,702 $358,000
Q1 2023

May 11, 2023

SELL
$59.48 - $65.02 $61,264 - $66,970
-1,030 Reduced 15.3%
5,700 $355,000
Q4 2022

Feb 14, 2023

BUY
$56.92 - $65.36 $58,627 - $67,320
1,030 Added 18.07%
6,730 $430,000
Q4 2021

Feb 14, 2022

BUY
$61.08 - $68.63 $348,156 - $391,191
5,700 New
5,700 $391,000

Others Institutions Holding SPLV

About INVESCO ETF TR II S&P 500 LOW


  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
Track This Portfolio

Track Journey Strategic Wealth LLC Portfolio

Follow Journey Strategic Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Journey Strategic Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Journey Strategic Wealth LLC with notifications on news.