Mark Sheptoff Financial Planning, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Mark Sheptoff Financial Planning, LLC
- $180 Million
- Q2 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 850 shares of SPLV stock, worth $61,225. This represents 0.03% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$61,225
Previous $63,000
3.17%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding SPLV
# of Institutions
856Shares Held
62.7MCall Options Held
460KPut Options Held
33.3K-
Bank Of America Corp Charlotte, NC6.89MShares$496 Million0.04% of portfolio
-
Morgan Stanley New York, NY6.08MShares$438 Million0.03% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.25MShares$306 Million0.11% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.02MShares$145 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.93MShares$139 Million0.03% of portfolio