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

Transform Wealth, LLC

$1.46 Billion
Q3 2024

A detailed history of Transform Wealth, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Transform Wealth, LLC holds 4,900 shares of SPLV stock, worth $339,619. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,900

Previous 4,900 -0.0%

Holding current value

$339,619

Previous $318,000 10.38%

% of portfolio

0.02%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	BUY	$62.43 - $65.87 $305,907 - $322,763	4,900 New	4,900 $322,000
Q3 2020 Oct 21, 2020	SELL	$49.96 - $55.57 $258,742 - $287,797	-5,179 Closed	0 $0
Q1 2020 Apr 30, 2020	SELL	$39.35 - $62.03 $3.01 Million - $4.75 Million	-76,505 Reduced 93.66%	5,179 $243,000
Q4 2019 Jan 24, 2020	SELL	$56.67 - $58.34 $108,069 - $111,254	-1,907 Reduced 2.28%	81,684 $4.77 Million
Q3 2019 Oct 24, 2019	SELL	$54.33 - $57.96 $14.3 Million - $15.2 Million	-263,029 Reduced 75.88%	83,591 $4.84 Million
Q2 2019 Jul 30, 2019	BUY	$52.28 - $56.09 $18.1 Million - $19.4 Million	346,620 New	346,620 $19.1 Million

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

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

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