Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $357 Million
- Q3 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 368,257 shares of XLG stock, worth $21.6 Million. This represents 5.94% of its overall portfolio holdings.
Number of Shares
368,257
Previous 361,470
1.88%
Holding current value
$21.6 Million
Previous $18.8 Million
12.48%
% of portfolio
5.94%
Previous 5.73%
Shares
6 transactions
Others Institutions Holding XLG
# of Institutions
613Shares Held
102MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio