Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $301 Million
- Q4 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 386,588 shares of XLG stock, worth $19.3 Million. This represents 6.41% of its overall portfolio holdings.
Number of Shares
386,588
Previous 383,626
0.77%
Holding current value
$19.3 Million
Previous $18.2 Million
5.92%
% of portfolio
6.41%
Previous 5.88%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
492Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.42 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$487 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$347 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$247 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$201 Million0.02% of portfolio