Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $291 Million
- Q2 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 382,170 shares of XLG stock, worth $18.1 Million. This represents 6.01% of its overall portfolio holdings.
Number of Shares
382,170Holding current value
$18.1 Million% of portfolio
6.01%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
400Shares Held
66.8MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$342 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$255 Million0.11% of portfolio
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Morgan Stanley New York, NY5.3MShares$250 Million0.02% of portfolio
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Bank Of America Corp Charlotte, NC3.89MShares$184 Million0.02% of portfolio
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Ameriprise Financial Inc Minneapolis, MN2.88MShares$136 Million0.04% of portfolio