A detailed history of Lodestone Wealth Management LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 3,395 shares of SPLV stock, worth $246,273. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,395
Previous 3,988 14.87%
Holding current value
$246,273
Previous $259 Million 5.97%
% of portfolio
0.12%
Previous 0.14%

Shares

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

Oct 29, 2024

SELL
$64.57 - $71.76 $38,290 - $42,553
-593 Reduced 14.87%
3,395 $244 Million
Q2 2024

Jul 16, 2024

SELL
$62.61 - $66.18 $53,343 - $56,385
-852 Reduced 17.6%
3,988 $259 Million
Q1 2024

Apr 30, 2024

BUY
$62.43 - $65.87 $4,494 - $4,742
72 Added 1.51%
4,840 $319 Million
Q4 2023

Jan 24, 2024

SELL
$57.48 - $63.4 $4,770 - $5,262
-83 Reduced 1.71%
4,768 $299 Million
Q3 2023

Oct 20, 2023

SELL
$58.79 - $64.1 $203,178 - $221,529
-3,456 Reduced 41.6%
4,851 $285 Million
Q2 2023

Jul 25, 2023

SELL
$60.28 - $64.24 $608,285 - $648,245
-10,091 Reduced 54.85%
8,307 $522 Million
Q1 2023

May 15, 2023

BUY
$59.48 - $65.02 $9,457 - $10,338
159 Added 0.87%
18,398 $1.15 Billion
Q4 2022

Feb 09, 2023

BUY
$56.92 - $65.36 $1.04 Million - $1.19 Million
18,239 New
18,239 $1.17 Billion

Others Institutions Holding SPLV

About INVESCO ETF TR II S&P 500 LOW


  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
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