Evernest Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Evernest Financial Advisors, LLC

$363 Million
Q4 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 3,439 shares of SPLV stock, worth $245,407. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,439

Previous 3,424 0.44%

Holding current value

$245,407

Previous $245,000 2.04%

% of portfolio

0.07%

Previous 0.07%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	BUY	$69.58 - $74.87 $1,043 - $1,123	15 Added 0.44%	3,439 $240,000
Q3 2024 Oct 21, 2024	BUY	$64.57 - $71.76 $968 - $1,076	15 Added 0.44%	3,424 $245,000
Q2 2024 Aug 07, 2024	BUY	$62.61 - $66.18 $1,126 - $1,191	18 Added 0.53%	3,409 $221,000
Q1 2024 May 10, 2024	BUY	$62.43 - $65.87 $749 - $790	12 Added 0.36%	3,391 $216 Million
Q4 2023 May 10, 2024	BUY	$57.48 - $63.4 $191,408 - $211,122	3,330 Added 98.2%	6,721 $421 Million
Q4 2021 Feb 13, 2024	BUY	$61.08 - $68.63 $206,389 - $231,900	3,379 New	3,379 $213 Million

Others Institutions Holding SPLV

# of Institutions

775

Shares Held

67.7M

Call Options Held

24.8K

Put Options Held

320K

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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Evernest Financial Advisors, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History