Lifelong Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Lifelong Wealth Advisors, Inc.
- $301 Billion
- Q2 2025
A detailed history of Lifelong Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifelong Wealth Advisors, Inc. holds 51,942 shares of XLG stock, worth $2.69 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
51,942
Previous 30,751
68.91%
Holding current value
$2.69 Million
Previous $1.42 Billion
91.23%
% of portfolio
0.9%
Previous 0.66%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
557Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.45 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$550 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.14MShares$370 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.24MShares$219 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA3.36MShares$174 Million0.03% of portfolio