Sugarloaf Wealth Management, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Sugarloaf Wealth Management, LLC

  • $493 Million
  • Q3 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 610 shares of SPLV stock, worth $42,858. This represents 0.01% of its overall portfolio holdings.

Number of Shares
610
Previous 610 -0.0%
Holding current value
$42,858
Previous $39,000 10.26%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2021

Jul 20, 2021
SELL
$58.35 - $61.95 $89,859 - $95,403
-1,540 Reduced 71.63%
610 $37,000
Q1 2021

Apr 19, 2021
BUY
$53.92 - $58.74 $83,036 - $90,459
1,540 Added 252.46%
2,150 $35,000
Q4 2019

Jan 29, 2020
BUY
$56.67 - $58.34 $34,568 - $35,587
610 New
610 $36,000

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
Track This Portfolio

Track Sugarloaf Wealth Management, LLC Portfolio

Follow Sugarloaf Wealth Management, 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 Sugarloaf Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sugarloaf Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email