A detailed history of Journey Strategic Wealth LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 9,126 shares of SPLV stock, worth $645,664. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,126
Previous 5,702 60.05%
Holding current value
$645,664
Previous $370,000 76.76%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

BUY
$64.57 - $71.76 $221,087 - $245,706
3,424 Added 60.05%
9,126 $654,000
Q2 2023

Aug 14, 2023

BUY
$60.28 - $64.24 $120 - $128
2 Added 0.04%
5,702 $358,000
Q1 2023

May 11, 2023

SELL
$59.48 - $65.02 $61,264 - $66,970
-1,030 Reduced 15.3%
5,700 $355,000
Q4 2022

Feb 14, 2023

BUY
$56.92 - $65.36 $58,627 - $67,320
1,030 Added 18.07%
6,730 $430,000
Q4 2021

Feb 14, 2022

BUY
$61.08 - $68.63 $348,156 - $391,191
5,700 New
5,700 $391,000

Others Institutions Holding SPLV

About INVESCO ETF TR II S&P 500 LOW


  • Ticker SPLV
  • Sector ETFs
  • Industry ETFs
More about SPLV
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