SARD WEALTH MANAGEMENT GROUP, LLC SPLV Holdings History
SARD WEALTH MANAGEMENT GROUP, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-06-30, SARD WEALTH MANAGEMENT GROUP, LLC held 41,707.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $3.04 Mil. This investment constitutes 1.87% of their stock portfolio, and SARD WEALTH MANAGEMENT GROUP, LLC now holds 0.04% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2023Q4. And since then SARD WEALTH MANAGEMENT GROUP, LLC has made 3 purchases of SPLV, at an average price of $60.39, for a total of 78,887.00 shares. In addition, there have been 3 sales at an average price of $64.79 for 37,180.00 shares. Based on historical transaction data and SPLV's current price of $72.59, SARD WEALTH MANAGEMENT GROUP, LLC's estimated gain on his SPLV holdings is $672,741.28, reflecting a 14.12% gain to date.
SARD WEALTH MANAGEMENT GROUP, LLC SPLV ($72.59) Holding Chart
SARD WEALTH MANAGEMENT GROUP, LLC SPLV ($72.59) 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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