Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History
Holistic Planning, LLC
- $236 Billion
- Q3 2024
A detailed history of Holistic Planning, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Holistic Planning, LLC holds 7,070 shares of XLG stock, worth $347,066. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,070
Previous 10,720
34.05%
Holding current value
$347,066
Previous $452 Million
25.6%
% of portfolio
0.14%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
433Shares Held
71.8MCall Options Held
39.6KPut Options Held
29K-
Lpl Financial LLC Fort Mill, SC7.98MShares$392 Million0.17% of portfolio
-
Morgan Stanley New York, NY5.68MShares$279 Million0.02% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.21MShares$256 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.88MShares$240 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA3.09MShares$151 Million0.03% of portfolio