Robertson Stephens Wealth Management, LLC SPLV Holdings History
Robertson Stephens Wealth Management, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-03-31, Robertson Stephens Wealth Management, LLC held 144,202.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $10.77 Mil. This investment constitutes 0.37% of their stock portfolio, and Robertson Stephens Wealth Management, LLC now holds 0.14% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2019Q1. And since then Robertson Stephens Wealth Management, LLC has made 7 purchases of SPLV, at an average price of $69.68, for a total of 157,793.00 shares. In addition, there have been 8 sales at an average price of $54.94 for 13,591.00 shares. Based on historical transaction data and SPLV's current price of $72.80, Robertson Stephens Wealth Management, LLC's estimated gain on his SPLV holdings is $250,176.89, reflecting a 2.28% gain to date.
Robertson Stephens Wealth Management, LLC SPLV ($72.80) Holding Chart
Robertson Stephens Wealth Management, 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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