Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 2024
A detailed history of Core Wealth Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Core Wealth Advisors, Inc. holds 383,626 shares of XLG stock, worth $19.8 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
383,626
Previous 382,170
0.38%
Holding current value
$19.8 Million
Previous $17.5 Million
4.28%
% of portfolio
5.88%
Previous 6.01%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
434Shares Held
71.9MCall Options Held
39.6KPut Options Held
29K-
Lpl Financial LLC Fort Mill, SC7.98MShares$412 Million0.17% of portfolio
-
Morgan Stanley New York, NY5.68MShares$293 Million0.02% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.21MShares$268 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.88MShares$252 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.09MShares$159 Million0.03% of portfolio