Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History
Congress Wealth Management LLC
- $7.9 Billion
- Q1 2025
A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 41,241 shares of XLG stock, worth $2.02 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
41,241Holding current value
$2.02 Million% of portfolio
0.02%Shares
1 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
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Morgan Stanley New York, NY7.14MShares$351 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC4.24MShares$208 Million0.02% of portfolio
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Invesco Ltd. Atlanta, GA3.36MShares$165 Million0.03% of portfolio