Concord Wealth Partners Invesco Exchange Traded Fd Tr Transaction History

Concord Wealth Partners

  • $673 Million
  • Q2 2025

A detailed history of Concord Wealth Partners transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Concord Wealth Partners holds 1,853 shares of XLG stock, worth $106,028. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,853
Previous 1,636 13.26%
Holding current value
$106,028
Previous $75,000 28.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jul 25, 2025
BUY
$40.94 - $52.1 $8,883 - $11,305
217 Added 13.26%
1,853 $96,000
Q1 2025

May 02, 2025
SELL
$45.72 - $51.73 $7,406 - $8,380
-162 Reduced 9.01%
1,636 $75,000
Q4 2024

Jan 23, 2025
BUY
$46.94 - $51.62 $37,552 - $41,296
800 Added 80.16%
1,798 $89,000
Q3 2024

Oct 24, 2024
BUY
$42.54 - $47.97 $42,454 - $47,874
998 New
998 $47,000
Q1 2024

Apr 30, 2024
BUY
$37.01 - $42.29 $5,551 - $6,343
150 New
150 $6,000

Others Institutions Holding XLG

# of Institutions
589
Shares Held
98.9M
Call Options Held
91.1K
Put Options Held
12.1K
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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