Clearstead Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History
Clearstead Advisors, LLC
- $6.3 Billion
- Q1 2025
A detailed history of Clearstead Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Clearstead Advisors, LLC holds 936,481 shares of XLG stock, worth $46 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
936,481
Previous 979,908
4.43%
Holding current value
$46 Million
Previous $49 Million
11.97%
% of portfolio
0.68%
Previous 0.76%
Shares
4 transactions
Others Institutions Holding XLG
# of Institutions
553Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.38 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$521 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.14MShares$351 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.24MShares$208 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA3.36MShares$165 Million0.03% of portfolio