Number of Shares
553,467.00
Current Holdings Value*
$41.36 Mil
% of Portfolio
0.62%
Total Estimate Gain
$661,184.20
% of Total Estimate Gain
0.50%

Merit Financial Group, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary

As of 2025-03-31, Merit Financial Group, LLC held 553,467.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $41.36 Mil. This investment constitutes 0.62% of their stock portfolio, and Merit Financial Group, LLC now holds 0.52% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.

The initial trade took place in 2019Q4. And since then Merit Financial Group, LLC has made 7 purchases of SPLV, at an average price of $71.41, for a total of 1.85 Mil shares. In addition, there have been 10 sales at an average price of $71.30 for 1.30 Mil shares. Based on historical transaction data and SPLV's current price of $72.87, Merit Financial Group, LLC's estimated gain on his SPLV holdings is $661,184.20, reflecting a 0.50% gain to date.

Merit Financial Group, LLC SPLV ($72.87) Holding Chart

Merit Financial Group, LLC SPLV ($72.87) 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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