PETRA FINANCIAL ADVISORS INC SPLV Holdings History
PETRA FINANCIAL ADVISORS INC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, PETRA FINANCIAL ADVISORS INC held 137,508.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $10.27 Mil. This investment constitutes 8.42% of their stock portfolio, and PETRA FINANCIAL ADVISORS INC now holds 0.13% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2022Q4. And since then PETRA FINANCIAL ADVISORS INC has made 7 purchases of SPLV, at an average price of $65.42, for a total of 241,915.00 shares. In addition, there have been 2 sales at an average price of $62.12 for 104,407.00 shares. Based on historical transaction data and SPLV's current price of $73.65, PETRA FINANCIAL ADVISORS INC's estimated gain on his SPLV holdings is $786,250.54, reflecting a 4.97% gain to date.
PETRA FINANCIAL ADVISORS INC SPLV ($73.65) Holding Chart
PETRA FINANCIAL ADVISORS INC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
