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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 5,100 shares of XLG stock, worth $251,379. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,100
Previous 5,026 1.47%
Holding current value
$251,379
Previous $251,000 6.77%
% of portfolio
0.01%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
553
Shares Held
118M
Call Options Held
20.1K
Put Options Held
5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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