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

Wealth Architects, LLC

$848 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$44.63 - $51.65 $240,734 - $278,600	-5,394 Closed	0 $0
Q1 2020 Apr 23, 2020	BUY	$39.35 - $62.03 $212,253 - $334,589	5,394 New	5,394 $253,000

Others Institutions Holding SPLV

# of Institutions

766

Shares Held

65.1M

Call Options Held

24.8K

Put Options Held

320K

Bank Of America Corp Charlotte, NC

8.57M
Shares

$634 Million
0.05% of portfolio
Morgan Stanley New York, NY

8.21M
Shares

$607 Million
0.04% of portfolio
Alaska Permanent Fund Corp Juneau, AK

4.49M
Shares

$332 Million
4.75% of portfolio
Lpl Financial LLC Fort Mill, SC

2.94M
Shares

$217 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$129 Million
0.03% of portfolio

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
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