Heritage Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Heritage Wealth Partners, LLC

$65.6 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 13, 2025	BUY	$46.94 - $51.62 $1.79 Million - $1.97 Million	38,115 New	38,115 $1.9 Billion

Others Institutions Holding XLG

# of Institutions

584

Shares Held

97.3M

Call Options Held

91.1K

Put Options Held

12.1K

Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$590 Million
0.2% of portfolio
Morgan Stanley New York, NY

6.62M
Shares

$362 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

3.96M
Shares

$216 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.56M
Shares

$195 Million
0.04% of portfolio
Soundwatch Capital LLC New York, NY

3.44M
Shares

$188 Million
0.58% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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