Curtis Advisory Group, LLC Invesco Exchange Traded Fd Tr Transaction History
Curtis Advisory Group, LLC
- $378 Million
- Q2 2025
A detailed history of Curtis Advisory Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Curtis Advisory Group, LLC holds 35,795 shares of XLG stock, worth $2.07 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
35,795
Previous 31,805
12.55%
Holding current value
$2.07 Million
Previous $1.46 Million
27.41%
% of portfolio
0.49%
Previous 0.46%
Shares
2 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$624 Million0.2% of portfolio
-
Morgan Stanley New York, NY6.62MShares$383 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.96MShares$229 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.56MShares$206 Million0.04% of portfolio
-
Soundwatch Capital LLC New York, NY3.44MShares$199 Million0.58% of portfolio