Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Wealth Plan Partners, LLC
- $709 Billion
- Q1 2025
A detailed history of Wealth Plan Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 15,741 shares of XLG stock, worth $765,012. This represents 0.1% of its overall portfolio holdings.
Number of Shares
15,741Holding current value
$765,012% of portfolio
0.1%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
552Shares Held
118MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.36 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$516 Million0.2% of portfolio
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Morgan Stanley New York, NY7.14MShares$347 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.24MShares$206 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA3.36MShares$163 Million0.03% of portfolio