Hbk Sorce Advisory LLC Invesco Exchange Traded Fd Tr Transaction History

Hbk Sorce Advisory LLC

$2.67 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$33.8 - $354.35 $242,447 - $2.54 Million	7,173 Added 900.0%	7,970 $270,000
Q2 2023 Aug 04, 2023	BUY	$308.25 - $349.73 $245,675 - $278,734	797 New	797 $278,000

Others Institutions Holding XLG

# of Institutions

355

Shares Held

58.2M

Call Options Held

700

Put Options Held

1.9K

Lpl Financial LLC Fort Mill, SC

6.79M
Shares

$321 Million
0.16% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.68M
Shares

$269 Million
0.11% of portfolio
Morgan Stanley New York, NY

4.09M
Shares

$194 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$169 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.84M
Shares

$134 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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