Davies Financial Advisors, Inc. Invesco Exchange Traded Fd Tr Transaction History
Davies Financial Advisors, Inc.
- $123 Billion
- Q3 2025
A detailed history of Davies Financial Advisors, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 18,660 shares of XLG stock, worth $1.07 Million. This represents 0.87% of its overall portfolio holdings.
Number of Shares
18,660
              Previous 18,920
              
        
           1.37%
        
      
          
        Holding current value
$1.07 Million
            Previous $986 Million
            
        
           8.89%
        
      
          
        % of portfolio
0.87%
            Previous 0.77%
          
        Shares
	  4 transactions
	
  Others Institutions Holding XLG
# of Institutions
594Shares Held
99.5MCall Options Held
91.1KPut Options Held
5.7K- 
    
      Lpl Financial LLC Fort Mill, SC10.8MShares$618 Million0.2% of portfolio
- 
    
      Morgan Stanley New York, NY6.62MShares$379 Million0.02% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC3.96MShares$226 Million0.02% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA3.56MShares$204 Million0.04% of portfolio
- 
    
      Soundwatch Capital LLC New York, NY3.44MShares$197 Million0.58% of portfolio