New England Private Wealth Advisors LLC SPLV Holdings History
New England Private Wealth Advisors LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, New England Private Wealth Advisors LLC held 366,444.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $27.38 Mil. This investment constitutes 4.23% of their stock portfolio, and New England Private Wealth Advisors LLC now holds 0.33% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2018Q2. And since then New England Private Wealth Advisors LLC has made 10 purchases of SPLV, at an average price of $54.74, for a total of 633,530.00 shares. In addition, there have been 16 sales at an average price of $61.92 for 267,086.00 shares. Based on historical transaction data and SPLV's current price of $73.18, New England Private Wealth Advisors LLC's estimated gain on his SPLV holdings is $8.68 Mil, reflecting a 25.02% gain to date.
New England Private Wealth Advisors LLC SPLV ($73.18) Holding Chart
New England Private Wealth Advisors LLC SPLV ($73.18) 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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