Number of Shares
941,500.00
Current Holdings Value*
$70.35 Mil
% of Portfolio
2.86%
Total Estimate Gain
$3.69 Mil
% of Total Estimate Gain
5.32%

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-03-31, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO held 941,500.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $70.35 Mil. This investment constitutes 2.86% of their stock portfolio, and LOCKHEED MARTIN INVESTMENT MANAGEMENT CO now holds 0.88% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2021Q2. And since then LOCKHEED MARTIN INVESTMENT MANAGEMENT CO has made 6 purchases of SPLV, at an average price of $68.55, for a total of 1.01 Mil shares. In addition, there have been 2 sales at an average price of $63.98 for 69,800.00 shares. Based on historical transaction data and SPLV's current price of $72.80, LOCKHEED MARTIN INVESTMENT MANAGEMENT CO's estimated gain on his SPLV holdings is $3.69 Mil, reflecting a 5.32% gain to date.

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO SPLV ($72.80) Holding Chart

LOCKHEED MARTIN INVESTMENT MANAGEMENT CO SPLV ($72.80) 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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