Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $329 Million
- Q2 2025
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 361,470 shares of XLG stock, worth $20.8 Million. This represents 5.73% of its overall portfolio holdings.
Number of Shares
361,470
Previous 376,472
3.98%
Holding current value
$20.8 Million
Previous $17.3 Million
8.7%
% of portfolio
5.73%
Previous 5.84%
Shares
5 transactions
Others Institutions Holding XLG
# of Institutions
585Shares Held
97.4MCall Options Held
91.1KPut Options Held
12.1K-
Lpl Financial LLC Fort Mill, SC10.8MShares$623 Million0.2% of portfolio
-
Morgan Stanley New York, NY6.62MShares$382 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$228 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.56MShares$205 Million0.04% of portfolio
-
Soundwatch Capital LLC New York, NY3.44MShares$198 Million0.58% of portfolio