Lake Hills Wealth Management, LLC SPLV Holdings History
Lake Hills Wealth Management, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held 89,756.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $6.54 Mil. This investment constitutes 3.74% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0.09% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2022Q1. And since then Lake Hills Wealth Management, LLC has made 5 purchases of SPLV, at an average price of $66.26, for a total of 217,282.00 shares. In addition, there have been 8 sales at an average price of $70.92 for 127,526.00 shares. Based on historical transaction data and SPLV's current price of $73.65, Lake Hills Wealth Management, LLC's estimated gain on his SPLV holdings is $1.26 Mil, reflecting a 8.74% gain to date.
Lake Hills Wealth Management, LLC SPLV ($73.65) Holding Chart
Lake Hills Wealth Management, LLC SPLV ($73.65) 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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