Plante Moran Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Plante Moran Financial Advisors, LLC

$1.17 Billion
Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 2,382 shares of SPLV stock, worth $173,052. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,382

Previous 2,198 8.37%

Holding current value

$173,052

Previous $142,000 19.72%

% of portfolio

0.01%

Previous 0.01%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	BUY	$64.57 - $71.76 $11,880 - $13,203	184 Added 8.37%	2,382 $170,000
Q1 2024 May 09, 2024	SELL	$62.43 - $65.87 $96,891 - $102,230	-1,552 Reduced 41.39%	2,198 $144,000
Q4 2022 Feb 09, 2023	SELL	$56.92 - $65.36 $56 - $65	-1 Reduced 0.03%	3,750 $239,000
Q3 2022 Nov 02, 2022	SELL	$57.83 - $67.03 $2,255 - $2,614	-39 Reduced 1.03%	3,751 $217,000
Q2 2022 Aug 02, 2022	BUY	$58.54 - $69.42 $2,341 - $2,776	40 Added 1.07%	3,790 $235,000
Q1 2022 May 06, 2022	SELL	$62.23 - $68.01 $41,880 - $45,770	-673 Reduced 15.22%	3,750 $252,000
Q1 2021 May 13, 2021	BUY	$53.92 - $58.74 $37,366 - $40,706	693 Added 18.58%	4,423 $257,000
Q2 2020 Aug 10, 2020	BUY	$44.63 - $51.65 $166,469 - $192,654	3,730 New	3,730 $185,000
Q1 2020 May 07, 2020	SELL	$39.35 - $62.03 $56,467 - $89,013	-1,435 Closed	0 $0
Q2 2018 Jul 26, 2018	BUY	$46.17 - $47.56 $66,253 - $68,248	1,435 New	1,435 $68,000

Others Institutions Holding SPLV

# of Institutions

765

Shares Held

65.1M

Call Options Held

24.8K

Put Options Held

320K

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Account

Plante Moran Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History