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

Wj Wealth Management, LLC

  • $268 Million
  • Q2 2024

A detailed history of Wj Wealth Management, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Wj Wealth Management, LLC holds 3,450 shares of SPLV stock, worth $246,778. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,450
Previous 3,950 12.66%
Holding current value
$246,778
Previous $260,000 13.85%
% of portfolio
0.08%
Previous 0.1%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$62.61 - $66.18 $31,305 - $33,090
-500 Reduced 12.66%
3,450 $224,000
Q1 2024

Apr 17, 2024
SELL
$62.43 - $65.87 $41,203 - $43,474
-660 Reduced 14.32%
3,950 $260,000
Q4 2023

Jan 12, 2024
SELL
$57.48 - $63.4 $22,992 - $25,360
-400 Reduced 7.98%
4,610 $288,000
Q3 2023

Oct 10, 2023
SELL
$58.79 - $64.1 $19,988 - $21,793
-340 Reduced 6.36%
5,010 $294,000
Q2 2023

Jul 11, 2023
BUY
$60.28 - $64.24 $322,498 - $343,684
5,350 New
5,350 $336,000
Q4 2022

Feb 15, 2023
BUY
$56.92 - $65.36 $270,370 - $310,460
4,750 New
4,750 $303,000

Others Institutions Holding SPLV

# of Institutions
730
Shares Held
62.7M
Call Options Held
17.9K
Put Options Held
7.6K
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
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