Marks Wealth, LLC SPLV Holdings History
Marks Wealth, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, Marks Wealth, LLC held 180,830.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $13.51 Mil. This investment constitutes 4.96% of their stock portfolio, and Marks Wealth, LLC now holds 0.16% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2024Q3. And since then Marks Wealth, LLC has made 2 purchases of SPLV, at an average price of $72.06, for a total of 180,830.00 shares. Based on historical transaction data and SPLV's current price of $72.57, Marks Wealth, LLC's estimated gain on his SPLV holdings is $92,286.64, reflecting a 0.71% gain to date.
Marks Wealth, LLC SPLV ($72.57) Holding Chart
Marks Wealth, LLC SPLV ($72.57) 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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