Fullcircle Wealth LLC Invesco Exchange Traded Fd Tr Transaction History
Fullcircle Wealth LLC
- $242 Million
- Q2 2025
A detailed history of Fullcircle Wealth LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 12,238 shares of XLG stock, worth $700,258. This represents 0.26% of its overall portfolio holdings.
Number of Shares
12,238
Previous 7,801
56.88%
Holding current value
$700,258
Previous $359,000
77.44%
% of portfolio
0.26%
Previous 0.16%
Shares
2 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