Hb Wealth Management, LLC Invesco Etd Tr Ii S&P 500 Ex R Transaction History

Hb Wealth Management, LLC

$8.6 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 15, 2022	SELL	$44.06 - $51.78 $258,103 - $303,327	-5,858 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$47.2 - $51.74 $276,497 - $303,092	5,858 New	5,858 $296,000

Others Institutions Holding XRLV

# of Institutions

31

Shares Held

341K

Call Options Held

0

Put Options Held

0

Bank Of Montreal Toronto, A6

58.3K
Shares

$3.17 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

40.5K
Shares

$2.2 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

30.1K
Shares

$1.63 Million
0.0% of portfolio
Mgb Wealth Management, LLC Addison, TX

29.3K
Shares

$1.59 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

26.2K
Shares

$1.42 Million
0.0% of portfolio

About INVESCO ETD TR II S&P 500 EX-R

Ticker XRLV
Sector ETFs
Industry ETFs

More about XRLV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.