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 $338,440. This represents 0.14% of its overall portfolio holdings.
Number of Shares
7,070
Previous 10,720
34.05%
Holding current value
$338,440
Previous $452 Million
25.6%
% of portfolio
0.14%
Previous 0.35%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
416Shares Held
66.1MCall Options Held
47.7KPut Options Held
46.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$346 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$258 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.3MShares$254 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.88MShares$138 Million0.04% of portfolio