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 $360,004. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,070
Previous 10,720 34.05%
Holding current value
$360,004
Previous $452 Million 25.6%
% of portfolio
0.14%
Previous 0.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
434
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
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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