Beacon Financial Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Financial Advisory LLC

  • $344 Million
  • Q2 2025

A detailed history of Beacon Financial Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 12,526 shares of XLG stock, worth $684,170. This represents 0.19% of its overall portfolio holdings.

Number of Shares
12,526
Previous 8,195 52.85%
Holding current value
$684,170
Previous $377,000 72.94%
% of portfolio
0.19%
Previous 0.13%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 22, 2025
BUY
$40.94 - $52.1 $177,311 - $225,645
4,331 Added 52.85%
12,526 $652,000
Q1 2025

Apr 24, 2025
BUY
$45.72 - $51.73 $374,675 - $423,927
8,195 New
8,195 $377,000

Others Institutions Holding XLG

# of Institutions
586
Shares Held
96.9M
Call Options Held
20.1K
Put Options Held
11.4K
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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