AMERICAN FINANCIAL & TAX STRATEGIES INC SPLV Holdings History
AMERICAN FINANCIAL & TAX STRATEGIES INC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, AMERICAN FINANCIAL & TAX STRATEGIES INC held 95,437.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $7.13 Mil. This investment constitutes 3.83% of their stock portfolio, and AMERICAN FINANCIAL & TAX STRATEGIES INC now holds 0.09% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2023Q4. In addition, there have been 4 sales at an average price of $68.03 for 7,579.00 shares. Based on historical transaction data and SPLV's current price of $72.57, AMERICAN FINANCIAL & TAX STRATEGIES INC's estimated gain on his SPLV holdings is $1.24 Mil, reflecting a 19.99% gain to date.
AMERICAN FINANCIAL & TAX STRATEGIES INC SPLV ($72.57) Holding Chart
AMERICAN FINANCIAL & TAX STRATEGIES INC SPLV ($72.57) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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