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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 14,878 shares of SPLV stock, worth $1.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

14,878

Previous 7,704 93.12%

Holding current value

$1.1 Million

Previous $552 Million 88.69%

% of portfolio

0.08%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$69.58 - $74.87 $499,166 - $537,117	7,174 Added 93.12%	14,878 $1.04 Billion
Q3 2024 Oct 21, 2024	BUY	$64.57 - $71.76 $288,498 - $320,623	4,468 Added 138.07%	7,704 $552 Million
Q2 2024 Jul 09, 2024	SELL	$62.61 - $66.18 $425,184 - $449,428	-6,791 Reduced 67.73%	3,236 $210 Million
Q1 2024 Apr 15, 2024	SELL	$62.43 - $65.87 $86,715 - $91,493	-1,389 Reduced 12.17%	10,027 $661 Million
Q4 2023 Jan 16, 2024	BUY	$57.48 - $63.4 $271,018 - $298,931	4,715 Added 70.36%	11,416 $715 Million
Q3 2023 Oct 23, 2023	BUY	$58.79 - $64.1 $103,764 - $113,136	1,765 Added 35.76%	6,701 $394 Million
Q2 2023 Aug 09, 2023	BUY	$60.28 - $64.24 $297,542 - $317,088	4,936 New	4,936 $310 Million

Others Institutions Holding SPLV

# of Institutions

809

Shares Held

66.3M

Call Options Held

32K

Put Options Held

1.82M

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