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 %

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