Signify Wealth SPLV Holdings History
Number of Shares
60,383.00
Current Holdings Value*
$4.23 Mil
% of Portfolio
4.77%
Total Estimate Gain
$604,654.79
% of Total Estimate Gain
15.98%
Signify Wealth's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2024-12-31, Signify Wealth held 60,383.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $4.23 Mil. This investment constitutes 4.77% of their stock portfolio, and Signify Wealth now holds 0.06% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2023Q4. And since then Signify Wealth has made 5 purchases of SPLV, at an average price of $62.68, for a total of 60,383.00 shares. Based on historical transaction data and SPLV's current price of $72.69, Signify Wealth's estimated gain on his SPLV holdings is $604,654.79, reflecting a 15.98% gain to date.
Signify Wealth SPLV ($72.69) Holding Chart
Signify Wealth SPLV ($72.69) 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