Schneider Downs Wealth Management Advisors, LP Invesco ETF Tr Ii S&P 500 Low Transaction History

Schneider Downs Wealth Management Advisors, LP

$478 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2019 May 01, 2019	SELL	$45.48 - $52.64 $226,626 - $262,305	-4,983 Closed	0 $0
Q4 2018 Jan 31, 2019	SELL	$44.55 - $50.45 $891 - $1,009	-20 Reduced 0.4%	4,983 $232,000
Q3 2018 Oct 18, 2018	SELL	$47.48 - $50.4 $1,804 - $1,915	-38 Reduced 0.75%	5,003 $248,000
Q2 2018 Jul 24, 2018	BUY	$46.17 - $47.56 $232,742 - $239,749	5,041 New	5,041 $239,000

Others Institutions Holding SPLV

# of Institutions

769

Shares Held

65.3M

Call Options Held

24.8K

Put Options Held

320K

Bank Of America Corp Charlotte, NC

8.57M
Shares

$606 Million
0.05% of portfolio
Morgan Stanley New York, NY

8.21M
Shares

$581 Million
0.04% of portfolio
Alaska Permanent Fund Corp Juneau, AK

4.49M
Shares

$318 Million
4.75% of portfolio
Lpl Financial LLC Fort Mill, SC

2.94M
Shares

$208 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$123 Million
0.03% of portfolio

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
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