Sar Wealth Management Group, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q4 2024

A detailed history of Sar Wealth Management Group, LLC transactions in Invesco ETF Tr Ii S&P 500 Low stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 41,063 shares of SPLV stock, worth $3.05 Million. This represents 1.93% of its overall portfolio holdings.

Number of Shares

41,063

Previous 40,486 1.43%

Holding current value

$3.05 Million

Previous $2.9 Billion 1.02%

% of portfolio

1.93%

Previous 1.92%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$69.58 - $74.87 $40,147 - $43,199	577 Added 1.43%	41,063 $2.87 Billion
Q3 2024 Oct 17, 2024	SELL	$64.57 - $71.76 $26,731 - $29,708	-414 Reduced 1.01%	40,486 $2.9 Billion
Q2 2024 Jul 15, 2024	SELL	$62.61 - $66.18 $2.3 Million - $2.43 Million	-36,670 Reduced 47.27%	40,900 $2.66 Billion
Q1 2024 Apr 15, 2024	SELL	$62.43 - $65.87 $5,993 - $6,323	-96 Reduced 0.12%	77,570 $5.11 Billion
Q4 2023 Feb 12, 2024	BUY	$57.48 - $63.4 $4.46 Million - $4.92 Million	77,666 New	77,666 $4.87 Billion

Others Institutions Holding SPLV

# of Institutions

809

Shares Held

66.3M

Call Options Held

32K

Put Options Held

1.82M

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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Sar Wealth Management Group, LLC Invesco ETF Tr Ii S&P 500 Low Transaction History