Number of Shares
135,833.00
Current Holdings Value*
$9.89 Mil
% of Portfolio
6.86%
Total Estimate Gain
$1.41 Mil
% of Total Estimate Gain
15.84%

Dominguez Wealth Management Solutions, Inc.'s Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-06-30, Dominguez Wealth Management Solutions, Inc. held 135,833.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $9.89 Mil. This investment constitutes 6.86% of their stock portfolio, and Dominguez Wealth Management Solutions, Inc. now holds 0.13% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2022Q4. And since then Dominguez Wealth Management Solutions, Inc. has made 8 purchases of SPLV, at an average price of $63.08, for a total of 141,044.00 shares. In addition, there have been 2 sales at an average price of $65.18 for 5,211.00 shares. Based on historical transaction data and SPLV's current price of $73.38, Dominguez Wealth Management Solutions, Inc.'s estimated gain on his SPLV holdings is $1.41 Mil, reflecting a 15.84% gain to date.

Dominguez Wealth Management Solutions, Inc. SPLV ($73.38) Holding Chart

Dominguez Wealth Management Solutions, Inc. SPLV ($73.38) 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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