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

Buckingham Strategic Wealth, LLC

$8.98 Billion
Q2 2024

A detailed history of Buckingham Strategic Wealth, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Buckingham Strategic Wealth, LLC holds 4,097 shares of SPLV stock, worth $296,336. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,097

Previous 4,625 11.42%

Holding current value

$296,336

Previous $304,000 12.5%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$62.61 - $66.18 $33,058 - $34,943	-528 Reduced 11.42%	4,097 $266,000
Q1 2024 May 09, 2024	BUY	$62.43 - $65.87 $38,394 - $40,510	615 Added 15.34%	4,625 $304,000
Q4 2023 Feb 14, 2024	BUY	$57.48 - $63.4 $24,314 - $26,818	423 Added 11.79%	4,010 $251,000
Q3 2023 Nov 13, 2023	BUY	$58.79 - $64.1 $9,994 - $10,896	170 Added 4.98%	3,587 $210,000
Q4 2022 Feb 13, 2023	SELL	$56.92 - $65.36 $35,176 - $40,392	-618 Reduced 15.32%	3,417 $218,000
Q2 2022 Aug 12, 2022	BUY	$58.54 - $69.42 $7,493 - $8,885	128 Added 3.28%	4,035 $250,000
Q1 2022 May 10, 2022	BUY	$62.23 - $68.01 $243,132 - $265,715	3,907 New	3,907 $262,000
Q2 2020 Aug 03, 2020	SELL	$44.63 - $51.65 $653,650 - $756,465	-14,646 Closed	0 $0
Q1 2020 May 07, 2020	BUY	$39.35 - $62.03 $576,320 - $908,491	14,646 New	14,646 $687,000

Others Institutions Holding SPLV

# of Institutions

791

Shares Held

68.3M

Call Options Held

24.8K

Put Options Held

319K

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