Wcg Wealth Advisors LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Wcg Wealth Advisors LLC

$1.18 Billion
Q1 2024

A detailed history of Wcg Wealth Advisors LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Wcg Wealth Advisors LLC holds 39,394 shares of SPLV stock, worth $2.56 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares

39,394

Previous 36,935 6.66%

Holding current value

$2.56 Million

Previous $2.31 Million 12.1%

% of portfolio

0.22%

Previous 0.17%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$62.43 - $65.87 $153,515 - $161,974	2,459 Added 6.66%	39,394 $2.59 Million
Q4 2023 Feb 08, 2024	SELL	$57.48 - $63.4 $24,256 - $26,754	-422 Reduced 1.13%	36,935 $2.31 Million
Q3 2023 Nov 09, 2023	BUY	$58.79 - $64.1 $2.2 Million - $2.39 Million	37,357 New	37,357 $2.2 Million
Q3 2022 Nov 14, 2022	BUY	$60.66 - $67.03 $265,508 - $293,390	4,377 New	4,377 $253,000
Q2 2022 Aug 15, 2022	BUY	$58.54 - $69.42 $293,987 - $348,627	5,022 New	5,022 $237,000

Others Institutions Holding SPLV

# of Institutions

727

Shares Held

76.8M

Call Options Held

59.6K

Put Options Held

11.4K

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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Wcg Wealth Advisors LLC Invesco ETF Tr Ii S&P 500 Low Transaction History