ATTICUS WEALTH MANAGEMENT, LLC SPLV Holdings History
ATTICUS WEALTH MANAGEMENT, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, ATTICUS WEALTH MANAGEMENT, LLC held 104,698.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $7.82 Mil. This investment constitutes 2.55% of their stock portfolio, and ATTICUS WEALTH MANAGEMENT, LLC now holds 0.1% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2022Q1. And since then ATTICUS WEALTH MANAGEMENT, LLC has made 3 purchases of SPLV, at an average price of $70.22, for a total of 133,674.00 shares. In addition, there have been 6 sales at an average price of $61.87 for 28,976.00 shares. Based on historical transaction data and SPLV's current price of $72.82, ATTICUS WEALTH MANAGEMENT, LLC's estimated gain on his SPLV holdings is $30,113.92, reflecting a 0.32% gain to date.
ATTICUS WEALTH MANAGEMENT, LLC SPLV ($72.82) Holding Chart
ATTICUS WEALTH MANAGEMENT, LLC SPLV ($72.82) 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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