A detailed history of Vertex Planning Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 54,359 shares of XLG stock, worth $2.64 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares
54,359
Holding current value
$2.64 Million
% of portfolio
0.55%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025

BUY
$45.72 - $51.73 $2.49 Million - $2.81 Million
54,359 New
54,359 $2.5 Billion
Q4 2023

Feb 14, 2024

BUY
$32.87 - $37.84 $951,915 - $1.1 Million
28,960 New
28,960 $1.09 Billion

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Vertex Planning Partners, LLC Portfolio

Follow Vertex Planning Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vertex Planning Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vertex Planning Partners, LLC with notifications on news.