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

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 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 $617,751. This represents 0.12% of its overall portfolio holdings.

Number of Shares
8,445
Previous 10,287 17.91%
Holding current value
$617,751
Previous $668 Million 9.34%
% of portfolio
0.12%
Previous 0.14%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
756
Shares Held
63.9M
Call Options Held
17.9K
Put Options Held
6.1K
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 Summit Wealth Partners, LLC Portfolio

Follow Summit Wealth Partners, 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 Summit Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Summit Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email