Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

  • $389 Million
  • Q3 2024

A detailed history of Balboa Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 9,450 shares of XLG stock, worth $486,675. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,450
Previous 9,350 1.07%
Holding current value
$486,675
Previous $427,000 5.15%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
BUY
$42.54 - $47.97 $4,254 - $4,797
100 Added 1.07%
9,450 $449,000
Q1 2024

May 13, 2024
BUY
$37.01 - $42.29 $5,551 - $6,343
150 Added 1.63%
9,350 $393,000
Q3 2023

Oct 23, 2023
BUY
$33.8 - $354.35 $279,864 - $2.93 Million
8,280 Added 900.0%
9,200 $312,000
Q4 2022

Feb 14, 2023
BUY
$26.66 - $298.01 $2,479 - $27,714
93 Added 11.25%
920 $253,000
Q3 2022

Jan 04, 2023
BUY
$26.92 - $327.14 $22,262 - $270,544
827 New
827 $223,000

Others Institutions Holding XLG

# of Institutions
435
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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