Fulcrum Equity Management Invesco Exchange Traded Fd Tr Transaction History
Fulcrum Equity Management
- $93.4 Million
- Q2 2025
A detailed history of Fulcrum Equity Management transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fulcrum Equity Management holds 6,099 shares of XLG stock, worth $348,984. This represents 0.34% of its overall portfolio holdings.
Number of Shares
6,099
Previous 4,592
32.82%
Holding current value
$348,984
Previous $211,000
50.24%
% of portfolio
0.34%
Previous 0.24%
Shares
5 transactions
Others Institutions Holding XLG
# of Institutions
593Shares Held
99.6MCall 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