Meriwether Wealth & Planning, LLC SPLV Holdings History
Meriwether Wealth & Planning, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-06-30, Meriwether Wealth & Planning, LLC held 54,598.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $3.98 Mil. This investment constitutes 2.49% of their stock portfolio, and Meriwether Wealth & Planning, LLC now holds 0.05% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2025Q2. And since then Meriwether Wealth & Planning, LLC has made 1 purchases of SPLV, at an average price of $72.42, for a total of 54,598.00 shares. Based on historical transaction data and SPLV's current price of $72.80, Meriwether Wealth & Planning, LLC's estimated gain on his SPLV holdings is $20,747.24, reflecting a 0.52% gain to date.
Meriwether Wealth & Planning, LLC SPLV ($72.80) Holding Chart
Meriwether Wealth & Planning, LLC 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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