Cedar Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History
Cedar Wealth Management, LLC
- $319 Million
- Q3 2025
A detailed history of Cedar Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cedar Wealth Management, LLC holds 541,680 shares of XLG stock, worth $31.8 Million. This represents 9.75% of its overall portfolio holdings.
Number of Shares
541,680
Previous 477,174
13.52%
Holding current value
$31.8 Million
Previous $24.9 Million
25.33%
% of portfolio
9.75%
Previous 8.58%
Shares
21 transactions
Others Institutions Holding XLG
# of Institutions
615Shares Held
103MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio