A detailed history of Lwm Advisory Services, LLC transactions in Invesco ETF Tr Ii S&P Emerging stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 331,046 shares of EELV stock, worth $8.04 Million. This represents 6.59% of its overall portfolio holdings.

Number of Shares
331,046
Previous 336,105 1.51%
Holding current value
$8.04 Million
Previous $7.92 Million 9.03%
% of portfolio
6.59%
Previous 6.85%

Shares

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

Nov 13, 2024

SELL
$23.54 - $26.35 $119,088 - $133,304
-5,059 Reduced 1.51%
331,046 $8.64 Million
Q2 2024

Aug 08, 2024

BUY
$23.1 - $24.47 $7.21 Million - $7.64 Million
312,038 Added 1296.54%
336,105 $7.92 Million
Q1 2024

May 09, 2024

SELL
$22.95 - $24.32 $7.34 Million - $7.78 Million
-319,934 Reduced 93.0%
24,067 $574,000
Q4 2023

Feb 05, 2024

SELL
$21.8 - $24.04 $775,753 - $855,463
-35,585 Reduced 9.37%
344,001 $8.27 Million
Q3 2023

Nov 02, 2023

BUY
$22.42 - $24.44 $440,777 - $480,490
19,660 Added 5.46%
379,586 $8.54 Million
Q2 2023

Aug 07, 2023

BUY
$23.15 - $24.36 $248,677 - $261,675
10,742 Added 3.08%
359,926 $8.47 Million
Q1 2023

May 02, 2023

BUY
$22.49 - $24.27 $498,400 - $537,847
22,161 Added 6.78%
349,184 $8.11 Million
Q4 2022

Feb 07, 2023

BUY
$20.7 - $23.33 $257,901 - $290,668
12,459 Added 3.96%
327,023 $7.52 Million
Q3 2022

Nov 16, 2022

BUY
$20.99 - $24.2 $657,469 - $758,016
31,323 Added 11.06%
314,564 $6.6 Million
Q2 2022

Aug 15, 2022

BUY
$23.26 - $26.18 $6.41 Million - $7.21 Million
275,377 Added 3501.74%
283,241 $6.59 Million
Q1 2022

May 09, 2022

BUY
$24.6 - $26.34 $193,454 - $207,137
7,864 New
7,864 $203,000

Others Institutions Holding EELV

About INVESCO ETF TR II S&P EMERGING


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

Track Lwm Advisory Services, LLC Portfolio

Follow Lwm Advisory Services, 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 Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.