Fiduciary Alliance LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Fiduciary Alliance LLC

$754 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 18, 2023	BUY	$60.28 - $64.24 $33,636 - $35,845	558 New	558 $35 Million
Q4 2022 Jan 19, 2023	BUY	$56.92 - $65.36 $19,068 - $21,895	335 New	335 $21.4 Million

Others Institutions Holding SPLV

# of Institutions

769

Shares Held

65.3M

Call Options Held

24.8K

Put Options Held

320K

Bank Of America Corp Charlotte, NC

8.57M
Shares

$607 Million
0.05% of portfolio
Morgan Stanley New York, NY

8.21M
Shares

$581 Million
0.04% of portfolio
Alaska Permanent Fund Corp Juneau, AK

4.49M
Shares

$318 Million
4.75% of portfolio
Lpl Financial LLC Fort Mill, SC

2.94M
Shares

$208 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

1.75M
Shares

$123 Million
0.03% of portfolio

About INVESCO ETF TR II S&P 500 LOW

Ticker SPLV
Sector ETFs
Industry ETFs

More about SPLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.