Concord Wealth Partners Invesco Exchange Traded Fd Tr Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
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 1,798 shares of XLG stock, worth $83,607. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,798
Previous 998
80.16%
Holding current value
$83,607
Previous $47,000
89.36%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
493Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.32 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$455 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$324 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$231 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$187 Million0.02% of portfolio