A detailed history of Golden State Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 1,463 shares of XLG stock, worth $66,844. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,463
Previous 2,925 49.98%
Holding current value
$66,844
Previous $134,000 50143.28%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Apr 24, 2025

SELL
$45.72 - $51.73 $66,842 - $75,629
-1,462 Reduced 49.98%
1,463 $67.3 Million
Q1 2025

Apr 23, 2025

BUY
$45.72 - $51.73 $80,650 - $91,251
1,764 Added 151.94%
2,925 $134,000
Q4 2024

Jan 28, 2025

BUY
$46.94 - $51.62 $54,497 - $59,930
1,161 New
1,161 $58 Million

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


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

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, 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 Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.