Ever Source Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,093 shares of XLG stock, worth $176,981. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,093
Previous 5,100 39.35%
Holding current value
$176,981
Previous $234,000 31.2%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$40.94 - $52.1 $82,166 - $104,564
-2,007 Reduced 39.35%
3,093 $161,000
Q1 2025

May 13, 2025
BUY
$45.72 - $51.73 $3,383 - $3,828
74 Added 1.47%
5,100 $234,000
Q4 2024

Feb 07, 2025
BUY
$46.94 - $51.62 $103,549 - $113,873
2,206 Added 78.23%
5,026 $251,000
Q3 2023

Nov 03, 2023
BUY
$33.8 - $354.35 $85,784 - $899,340
2,538 Added 900.0%
2,820 $95,000
Q4 2022

Feb 09, 2023
BUY
$26.66 - $298.01 $7,518 - $84,038
282 New
282 $77,000

Others Institutions Holding XLG

# of Institutions
588
Shares Held
98.6M
Call Options Held
91.1K
Put Options Held
12.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email