Heritage Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Heritage Wealth Partners, LLC
- $79.7 Billion
- Q4 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 38,115 shares of XLG stock, worth $1.92 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
38,115Holding current value
$1.92 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
438Shares Held
72.1MCall Options Held
39.6KPut Options Held
29K-
Lpl Financial LLC Fort Mill, SC7.98MShares$403 Million0.17% of portfolio
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Morgan Stanley New York, NY5.68MShares$287 Million0.02% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.21MShares$263 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC4.88MShares$246 Million0.02% of portfolio
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Wells Fargo & Company San Francisco, CA3.09MShares$156 Million0.03% of portfolio