Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $297 Million
- Q1 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 376,472 shares of XLG stock, worth $20.3 Million. This represents 5.84% of its overall portfolio holdings.
Number of Shares
376,472
Previous 386,588
2.62%
Holding current value
$20.3 Million
Previous $19.3 Million
10.29%
% of portfolio
5.84%
Previous 6.41%
Shares
4 transactions
Others Institutions Holding XLG
# of Institutions
563Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.51 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$572 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.14MShares$384 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.24MShares$228 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA3.36MShares$181 Million0.03% of portfolio