Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $130 Billion
- Q2 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 10,720 shares of XLG stock, worth $485,080. This represents 0.35% of its overall portfolio holdings.
Number of Shares
10,720
Previous 10,720
-0.0%
Holding current value
$485,080
Previous $452 Million
-0.0%
% of portfolio
0.35%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
400Shares Held
66.7MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$328 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$244 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.3MShares$240 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$176 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.88MShares$130 Million0.04% of portfolio