Balboa Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Balboa Wealth Partners

  • $369 Million
  • Q2 2024

A detailed history of Balboa Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Balboa Wealth Partners holds 9,350 shares of XLG stock, worth $441,694. This represents 0.12% of its overall portfolio holdings.

Number of Shares
9,350
Previous 9,350 -0.0%
Holding current value
$441,694
Previous $393,000 8.65%
% of portfolio
0.12%
Previous 0.13%

Shares

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

May 13, 2024
BUY
$37.01 - $42.29 $5,551 - $6,343
150 Added 1.63%
9,350 $393,000
Q3 2023

Oct 23, 2023
BUY
$33.8 - $354.35 $279,864 - $2.93 Million
8,280 Added 900.0%
9,200 $312,000
Q4 2022

Feb 14, 2023
BUY
$26.66 - $298.01 $2,479 - $27,714
93 Added 11.25%
920 $253,000
Q3 2022

Jan 04, 2023
BUY
$26.92 - $327.14 $22,262 - $270,544
827 New
827 $223,000

Others Institutions Holding XLG

# of Institutions
400
Shares Held
66.7M
Call Options Held
47.5K
Put Options Held
45.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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