Ledge Wealth Management, Inc. Invesco ETF Tr Ii S&P 500 Low Transaction History

Ledge Wealth Management, Inc.

$257 Million
Q4 2023

A detailed history of Ledge Wealth Management, Inc. transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Ledge Wealth Management, Inc. holds 5,200 shares of SPLV stock, worth $371,072. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,200

Previous 5,450 4.59%

Holding current value

$371,072

Previous $320,000 1.56%

% of portfolio

0.13%

Previous 0.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Jan 23, 2024	SELL	$57.48 - $63.4 $14,370 - $15,850	-250 Reduced 4.59%	5,200 $325,000
Q3 2023 Oct 23, 2023	SELL	$58.79 - $64.1 $2,175 - $2,371	-37 Reduced 0.67%	5,450 $320,000
Q2 2023 Jul 11, 2023	SELL	$60.28 - $64.24 $3,797 - $4,047	-63 Reduced 1.14%	5,487 $344,000
Q3 2022 Oct 18, 2022	SELL	$57.83 - $67.03 $153,827 - $178,299	-2,660 Reduced 32.4%	5,550 $321,000
Q2 2022 Jul 20, 2022	SELL	$58.54 - $69.42 $38,987 - $46,233	-666 Reduced 7.5%	8,210 $509,000
Q1 2022 May 10, 2022	BUY	$62.23 - $68.01 $552,353 - $603,656	8,876 New	8,876 $595,000

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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Ledge Wealth Management, Inc. Invesco ETF Tr Ii S&P 500 Low Transaction History