Summit Wealth Partners, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 8,445 shares of SPLV stock, worth $610,742. This represents 0.12% of its overall portfolio holdings.

Number of Shares

8,445

Previous 8,445 -0.0%

Holding current value

$610,742

Previous $606 Million 2.41%

% of portfolio

0.12%

Previous 0.12%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 28, 2024	SELL	$64.57 - $71.76 $118,937 - $132,181	-1,842 Reduced 17.91%	8,445 $606 Million
Q1 2023 Sep 11, 2024	SELL	$59.48 - $65.02 $45,383 - $49,610	-763 Reduced 6.9%	10,287 $642 Million
Q4 2022 Sep 11, 2024	BUY	$56.92 - $65.36 $43,429 - $49,869	763 Added 7.42%	11,050 $706 Million
Q2 2022 Sep 11, 2024	SELL	$58.54 - $69.42 $26,343 - $31,239	-450 Reduced 4.19%	10,287 $638 Million
Q1 2022 Sep 11, 2024	BUY	$62.23 - $68.01 $28,003 - $30,604	450 Added 4.37%	10,737 $720 Million
Q4 2021 Sep 10, 2024	SELL	$61.08 - $68.63 $101,392 - $113,925	-1,660 Reduced 13.89%	10,287 $706 Million
Q1 2021 Sep 10, 2024	SELL	$53.92 - $58.74 $6,470 - $7,048	-120 Reduced 0.99%	11,947 $695 Million
Q1 2020 Sep 10, 2024	SELL	$39.35 - $62.03 $118,679 - $187,082	-3,016 Reduced 20.0%	12,067 $566 Million
Q4 2019 Sep 09, 2024	BUY	$56.67 - $58.34 $854,753 - $879,942	15,083 New	15,083 $880 Million

Others Institutions Holding SPLV

# of Institutions

798

Shares Held

66.3M

Call Options Held

29.8K

Put Options Held

1.11M

View Full List

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

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Summit Wealth Partners, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History