WFA Of San Diego, LLC SPLV Holdings History
WFA of San Diego, LLC's Invesco S&P 500 Low Volatility ETF Holding Summary
As of 2024-09-30, WFA of San Diego, LLC held 48,552.00 shares of Invesco S&P 500 Low Volatility ETF(SPLV), totaling $3.48 Mil. This investment constitutes 2.94% of their stock portfolio, and WFA of San Diego, LLC now holds 0.05% of the outstanding Invesco S&P 500 Low Volatility ETF(SPLV) stock.
The initial trade took place in 2020Q2. In addition, there have been 15 sales at an average price of $60.40 for 80,131.00 shares. Based on historical transaction data and SPLV's current price of $72.80, WFA of San Diego, LLC's estimated gain on his SPLV holdings is $2.05 Mil, reflecting a 32.46% gain to date.
WFA of San Diego, LLC SPLV ($72.80) Holding Chart
WFA of San Diego, 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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