Number of Shares
659.00
Current Holdings Value*
$50,000.00
% of Portfolio
0.04%
Total Estimate Gain
$723,488.91
% of Total Estimate Gain
2.51%

Householder Group Estate & Retirement Specialist, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2024-12-31, Householder Group Estate & Retirement Specialist, LLC held 659.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $50,000.00. This investment constitutes 0.04% of their stock portfolio, and Householder Group Estate & Retirement Specialist, LLC now holds 0% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2022Q1. And since then Householder Group Estate & Retirement Specialist, LLC has made 2 purchases of SPLV, at an average price of $63.63, for a total of 453,486.00 shares. In addition, there have been 10 sales at an average price of $65.21 for 452,827.00 shares. Based on historical transaction data and SPLV's current price of $72.71, Householder Group Estate & Retirement Specialist, LLC's estimated gain on his SPLV holdings is $723,488.91, reflecting a 2.51% gain to date.

Householder Group Estate & Retirement Specialist, LLC SPLV ($72.71) Holding Chart

Householder Group Estate & Retirement Specialist, LLC SPLV ($72.71) 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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