Avantax Advisory Services, Inc. Invesco Exchange Traded Fd Tr Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 42,396 shares of XLG stock, worth $2.08 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,396
Previous 22,999 84.34%
Holding current value
$2.08 Million
Previous $1.05 Million 91.54%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
BUY
$42.54 - $47.97 $825,148 - $930,474
19,397 Added 84.34%
42,396 $2.02 Million
Q2 2024

Aug 09, 2024
BUY
$39.84 - $46.12 $384,376 - $444,965
9,648 Added 72.26%
22,999 $1.05 Million
Q1 2024

May 08, 2024
BUY
$37.01 - $42.29 $154,257 - $176,264
4,168 Added 45.39%
13,351 $562,000
Q4 2023

Feb 07, 2024
BUY
$32.87 - $37.84 $1,281 - $1,475
39 Added 0.43%
9,183 $346,000
Q3 2023

Nov 07, 2023
BUY
$33.8 - $354.35 $282,737 - $2.96 Million
8,365 Added 1073.81%
9,144 $310,000
Q2 2023

Aug 11, 2023
BUY
$308.25 - $349.73 $38,839 - $44,065
126 Added 19.3%
779 $272,000
Q1 2023

Apr 28, 2023
BUY
$271.59 - $310.52 $177,348 - $202,769
653 New
653 $202,000
Q3 2022

Nov 01, 2022
BUY
$26.92 - $327.14 $646 - $7,851
24 Added 2.32%
1,058 $285,000
Q2 2022

Aug 02, 2022
BUY
$277.86 - $356.56 $1,111 - $1,426
4 Added 0.39%
1,034 $296,000
Q1 2022

Apr 27, 2022
BUY
$318.41 - $373.67 $96,159 - $112,848
302 Added 41.48%
1,030 $362,000
Q4 2021

Jan 24, 2022
BUY
$328.66 - $373.09 $657 - $746
2 Added 0.28%
728 $269,000
Q3 2021

Oct 21, 2021
BUY
$327.01 - $348.95 $327 - $348
1 Added 0.14%
726 $240,000
Q2 2021

Jul 29, 2021
SELL
$299.8 - $325.38 $23,984 - $26,030
-80 Reduced 9.94%
725 $236,000
Q1 2021

May 13, 2021
BUY
$281.0 - $299.29 $226,205 - $240,928
805 New
805 $239,000
Q4 2020

Jan 22, 2021
SELL
$252.63 - $285.66 $215,240 - $243,382
-852 Closed
0 $0
Q3 2020

Oct 14, 2020
BUY
$240.17 - $284.19 $204,624 - $242,129
852 New
852 $222,000
Q1 2020

Apr 30, 2020
SELL
$171.98 - $248.68 $158,565 - $229,282
-922 Closed
0 $0
Q4 2019

Feb 14, 2020
BUY
$206.54 - $234.46 $190,429 - $216,172
922 New
922 $216,000

Others Institutions Holding XLG

# of Institutions
433
Shares Held
71.8M
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
Track This Portfolio

Track Avantax Advisory Services, Inc. Portfolio

Follow Avantax Advisory Services, Inc. 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 Avantax Advisory Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Advisory Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email