A detailed history of Gallagher Fiduciary Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Gallagher Fiduciary Advisors, LLC holds 8,248 shares of XLG stock, worth $390,047. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,248
Previous 9,224 10.58%
Holding current value
$390,047
Previous $347,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024

SELL
$37.01 - $42.29 $36,121 - $41,275
-976 Reduced 10.58%
8,248 $347,000
Q4 2023

Feb 14, 2024

SELL
$32.87 - $37.84 $3,418 - $3,935
-104 Reduced 1.11%
9,224 $347,000
Q3 2023

Nov 14, 2023

BUY
$33.8 - $354.35 $282,737 - $2.96 Million
8,365 Added 868.64%
9,328 $316,000
Q2 2023

Aug 14, 2023

BUY
$308.25 - $349.73 $7,398 - $8,393
24 Added 2.56%
963 $336,000
Q1 2023

May 15, 2023

BUY
$271.59 - $310.52 $255,023 - $291,578
939 New
939 $291,000

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Gallagher Fiduciary Advisors, LLC Portfolio

Follow Gallagher Fiduciary 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 Gallagher Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gallagher Fiduciary Advisors, LLC with notifications on news.