Core Wealth Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Core Wealth Advisors, Inc.
- $310 Million
- Q3 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 383,626 shares of XLG stock, worth $18.8 Million. This represents 5.88% of its overall portfolio holdings.
Number of Shares
383,626
Previous 382,170
0.38%
Holding current value
$18.8 Million
Previous $17.5 Million
4.28%
% of portfolio
5.88%
Previous 6.01%
Shares
2 transactions
Others Institutions Holding XLG
# of Institutions
433Shares Held
71.8MCall Options Held
39.6KPut Options Held
29K-
Lpl Financial LLC Fort Mill, SC7.98MShares$392 Million0.17% of portfolio
-
Morgan Stanley New York, NY5.68MShares$279 Million0.02% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.21MShares$256 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.88MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.09MShares$151 Million0.03% of portfolio