Mc Kinley Carter Wealth Services, Inc. Invesco ETF Tr Ii S&P 500 Low Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.62 Billion
  • Q3 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 3,064 shares of SPLV stock, worth $215,766. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,064
Previous 5,351 42.74%
Holding current value
$215,766
Previous $347,000 36.89%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 15, 2024
SELL
$64.57 - $71.76 $147,671 - $164,115
-2,287 Reduced 42.74%
3,064 $219,000
Q2 2024

Aug 09, 2024
SELL
$62.61 - $66.18 $84,022 - $88,813
-1,342 Reduced 20.05%
5,351 $347,000
Q1 2024

Apr 26, 2024
SELL
$62.43 - $65.87 $27,157 - $28,653
-435 Reduced 6.1%
6,693 $440,000
Q4 2023

Feb 07, 2024
BUY
$57.48 - $63.4 $409,717 - $451,915
7,128 New
7,128 $446,000
Q3 2022

Oct 24, 2022
SELL
$57.83 - $67.03 $25,560 - $29,627
-442 Reduced 11.29%
3,472 $201,000
Q1 2022

Apr 27, 2022
SELL
$62.23 - $68.01 $12,197 - $13,329
-196 Reduced 4.77%
3,914 $263,000
Q4 2021

Feb 07, 2022
BUY
$61.08 - $68.63 $4,458 - $5,009
73 Added 1.81%
4,110 $282,000
Q3 2021

Nov 03, 2021
SELL
$60.84 - $64.67 $27,195 - $28,907
-447 Reduced 9.97%
4,037 $246,000
Q2 2021

Aug 12, 2021
SELL
$58.35 - $61.95 $5,134 - $5,451
-88 Reduced 1.92%
4,484 $273,000
Q1 2021

Apr 30, 2021
BUY
$53.92 - $58.74 $3,289 - $3,583
61 Added 1.35%
4,572 $266,000
Q4 2020

Feb 16, 2021
BUY
$52.03 - $56.23 $234,707 - $253,653
4,511 New
4,511 $254,000

Others Institutions Holding SPLV

# of Institutions
769
Shares Held
65.3M
Call Options Held
24.8K
Put Options Held
320K
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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