Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $349 Billion
  • Q2 2025

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 6,339 shares of XLG stock, worth $359,104. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,339
Previous 6,453 1.77%
Holding current value
$359,104
Previous $297 Million 11.21%
% of portfolio
0.09%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$40.94 - $52.1 $4,667 - $5,939
-114 Reduced 1.77%
6,339 $330 Million
Q4 2024

Jan 24, 2025
SELL
$46.94 - $51.62 $28,961 - $31,849
-617 Reduced 8.73%
6,453 $322 Million
Q3 2024

Nov 01, 2024
SELL
$42.54 - $47.97 $155,271 - $175,090
-3,650 Reduced 34.05%
7,070 $336 Million
Q1 2024

May 01, 2024
SELL
$37.01 - $42.29 $44,486 - $50,832
-1,202 Reduced 10.08%
10,720 $452 Million
Q4 2023

Feb 14, 2024
BUY
$32.87 - $37.84 $391,876 - $451,128
11,922 New
11,922 $450 Million

Others Institutions Holding XLG

# of Institutions
587
Shares Held
97.4M
Call Options Held
91.1K
Put Options Held
12.1K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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