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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,704 shares of SPLV stock, worth $559,695. This represents 0.04% of its overall portfolio holdings.

Number of Shares

7,704

Previous 3,236 138.07%

Holding current value

$559,695

Previous $210 Million 162.61%

% of portfolio

0.04%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$64.57 - $71.76 $288,498 - $320,623	4,468 Added 138.07%	7,704 $552 Million
Q2 2024 Jul 09, 2024	SELL	$62.61 - $66.18 $425,184 - $449,428	-6,791 Reduced 67.73%	3,236 $210 Million
Q1 2024 Apr 15, 2024	SELL	$62.43 - $65.87 $86,715 - $91,493	-1,389 Reduced 12.17%	10,027 $661 Million
Q4 2023 Jan 16, 2024	BUY	$57.48 - $63.4 $271,018 - $298,931	4,715 Added 70.36%	11,416 $715 Million
Q3 2023 Oct 23, 2023	BUY	$58.79 - $64.1 $103,764 - $113,136	1,765 Added 35.76%	6,701 $394 Million
Q2 2023 Aug 09, 2023	BUY	$60.28 - $64.24 $297,542 - $317,088	4,936 New	4,936 $310 Million

Others Institutions Holding SPLV

# of Institutions

765

Shares Held

65.1M

Call Options Held

24.8K

Put Options Held

320K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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