Choate Investment Advisors Invesco Exchange Traded Fd Tr Transaction History

Choate Investment Advisors

$3.89 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Oct 30, 2023	BUY	$33.8 - $354.35 $10,951 - $114,809	324 Added 900.0%	360 $12,000
Q3 2020 Oct 26, 2020	BUY	$240.17 - $284.19 $8,646 - $10,230	36 New	36 $9,000

Others Institutions Holding XLG

# of Institutions

433

Shares Held

71.8M

Call Options Held

39.6K

Put Options Held

29K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$390 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$278 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.21M
Shares

$254 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$238 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$151 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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