Mark Sheptoff Financial Planning, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History
Mark Sheptoff Financial Planning, LLC
- $197 Million
- Q3 2025
A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 850 shares of SPLV stock, worth $61,208. This represents 0.03% of its overall portfolio holdings.
Number of Shares
850
Previous 850
-0.0%
Holding current value
$61,208
Previous $61,000
1.64%
% of portfolio
0.03%
Previous 0.03%
Shares
1 transactions
Others Institutions Holding SPLV
# of Institutions
842Shares Held
64.3MCall Options Held
75.4KPut Options Held
57.2K-
Bank Of America Corp Charlotte, NC8.05MShares$579 Million0.04% of portfolio
-
Morgan Stanley New York, NY4.89MShares$352 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.62MShares$261 Million0.08% of portfolio
-
Bank Of Montreal Toronto, A62.93MShares$211 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA1.55MShares$112 Million0.02% of portfolio