Gladstone Institutional Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Gladstone Institutional Advisory LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Gladstone Institutional Advisory LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Gladstone Institutional Advisory LLC holds 6,672 shares of XLG stock, worth $311,916. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,672
Previous 5,034 32.54%
Holding current value
$311,916
Previous $239,000 39.33%
% of portfolio
0.02%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$46.94 - $51.62 $76,887 - $84,553
1,638 Added 32.54%
6,672 $333,000
Q3 2024

Oct 28, 2024
SELL
$42.54 - $47.97 $5.78 Million - $6.52 Million
-135,909 Reduced 96.43%
5,034 $239,000
Q2 2024

Aug 02, 2024
BUY
$39.84 - $46.12 $5.62 Million - $6.5 Million
140,943 New
140,943 $6.45 Million

Others Institutions Holding XLG

# of Institutions
493
Shares Held
113M
Call Options Held
53.1K
Put Options Held
11.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Gladstone Institutional Advisory LLC Portfolio

Follow Gladstone Institutional Advisory 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 Gladstone Institutional Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gladstone Institutional Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email