NewSquare Capital LLC SPLV Holdings History
NewSquare Capital LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, NewSquare Capital LLC held 465,589.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $34.79 Mil. This investment constitutes 2.83% of their stock portfolio, and NewSquare Capital LLC now holds 0.44% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2017Q2. And since then NewSquare Capital LLC has made 13 purchases of SPLV, at an average price of $52.84, for a total of 2.36 Mil shares. In addition, there have been 17 sales at an average price of $55.72 for 1.90 Mil shares. Based on historical transaction data and SPLV's current price of $73.65, NewSquare Capital LLC's estimated gain on his SPLV holdings is $15.17 Mil, reflecting a 12.15% gain to date.
NewSquare Capital LLC SPLV ($73.65) Holding Chart
NewSquare Capital 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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