Axxcess Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.47 Billion
  • Q1 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 5,315 shares of XLG stock, worth $251,612. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,315
Holding current value
$251,612
% of portfolio
0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$37.01 - $42.29 $196,708 - $224,771
5,315 New
5,315 $223,000
Q3 2022

Nov 14, 2022
BUY
$278.41 - $327.14 $1.53 Million - $1.8 Million
5,512 New
5,512 $1.48 Million
Q2 2022

Aug 11, 2022
SELL
$277.86 - $356.56 $262,577 - $336,949
-945 Closed
0 $0
Q1 2022

Aug 11, 2022
SELL
$318.41 - $373.67 $31,841 - $37,367
-100 Reduced 9.57%
945 $332,000
Q4 2021

Aug 11, 2022
BUY
$328.66 - $373.09 $343,449 - $389,879
1,045 New
1,045 $386,000

Others Institutions Holding XLG

# of Institutions
355
Shares Held
58.2M
Call Options Held
700
Put Options Held
1.9K
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 Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, 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 Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email