Lakeridge Wealth Management LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Lakeridge Wealth Management LLC

  • $200 Billion
  • Q1 2025

A detailed history of Lakeridge Wealth Management LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Lakeridge Wealth Management LLC holds 8,286 shares of SPLV stock, worth $607,529. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,286
Previous 9,821 15.63%
Holding current value
$607,529
Previous $687 Million 9.94%
% of portfolio
0.31%
Previous 0.36%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
SELL
$68.32 - $75.06 $104,871 - $115,217
-1,535 Reduced 15.63%
8,286 $619 Million
Q4 2024

Jan 30, 2025
BUY
$69.58 - $74.87 $1,322 - $1,422
19 Added 0.19%
9,821 $687 Million
Q3 2024

Oct 07, 2024
BUY
$64.57 - $71.76 $2,711 - $3,013
42 Added 0.43%
9,802 $703 Million
Q2 2024

Aug 01, 2024
BUY
$62.61 - $66.18 $241,486 - $255,256
3,857 Added 65.34%
9,760 $634 Million
Q1 2024

Apr 29, 2024
BUY
$62.43 - $65.87 $4,557 - $4,808
73 Added 1.25%
5,903 $389 Million
Q4 2023

Feb 14, 2024
BUY
$57.48 - $63.4 $335,108 - $369,622
5,830 New
5,830 $365 Million

Others Institutions Holding SPLV

# of Institutions
841
Shares Held
258M
Call Options Held
308K
Put Options Held
1.77M
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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