Sowell Financial Services LLC SPLV Holdings History
Sowell Financial Services LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2025-06-30, Sowell Financial Services LLC held 143,357.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $10.44 Mil. This investment constitutes 0.43% of their stock portfolio, and Sowell Financial Services LLC now holds 0.14% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2018Q4. And since then Sowell Financial Services LLC has made 11 purchases of SPLV, at an average price of $59.70, for a total of 478,500.00 shares. In addition, there have been 14 sales at an average price of $62.55 for 335,143.00 shares. Based on historical transaction data and SPLV's current price of $73.59, Sowell Financial Services LLC's estimated gain on his SPLV holdings is $2.95 Mil, reflecting a 10.31% gain to date.
Sowell Financial Services LLC SPLV ($73.59) Holding Chart
Sowell Financial Services LLC SPLV ($73.59) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
