Geo Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Geo Wealth Management, LLC

  • $2.33 Billion
  • Q1 2025

A detailed history of Geo Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Geo Wealth Management, LLC holds 93,437 shares of XLG stock, worth $5.03 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
93,437
Previous 151,572 38.35%
Holding current value
$5.03 Million
Previous $7.57 Million 43.23%
% of portfolio
0.18%
Previous 0.26%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$45.72 - $51.73 $2.66 Million - $3.01 Million
-58,135 Reduced 38.35%
93,437 $4.3 Million
Q4 2024

Feb 13, 2025
BUY
$46.94 - $51.62 $4.52 Million - $4.97 Million
96,240 Added 173.93%
151,572 $7.57 Million
Q3 2024

Nov 12, 2024
BUY
$42.54 - $47.97 $1.4 Million - $1.58 Million
33,011 Added 147.89%
55,332 $2.63 Million
Q2 2024

Aug 12, 2024
SELL
$39.84 - $46.12 $3.16 Million - $3.66 Million
-79,366 Reduced 78.05%
22,321 $1.02 Million
Q1 2024

May 15, 2024
BUY
$37.01 - $42.29 $3.76 Million - $4.3 Million
101,687 New
101,687 $4.28 Million
Q1 2024

May 15, 2024
SELL
$37.01 - $42.29 $3.76 Million - $4.3 Million
-101,687 Closed
0 $0
Q3 2023

Nov 13, 2023
BUY
$33.8 - $354.35 $271,109 - $2.84 Million
8,021 New
8,021 $272,000
Q2 2022

Aug 12, 2022
SELL
$277.86 - $356.56 $395,950 - $508,098
-1,425 Closed
0 $0
Q1 2022

May 13, 2022
SELL
$318.41 - $373.67 $925,299 - $1.09 Million
-2,906 Reduced 67.1%
1,425 $501,000
Q4 2021

Feb 14, 2022
BUY
$328.66 - $373.09 $676,710 - $768,192
2,059 Added 90.63%
4,331 $1.6 Million
Q3 2021

Nov 12, 2021
BUY
$327.01 - $348.95 $742,966 - $792,814
2,272 New
2,272 $750,000

Others Institutions Holding XLG

# of Institutions
566
Shares Held
120M
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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