Holistic Planning, LLC Invesco Exchange Traded Fd Tr Transaction History

Holistic Planning, LLC

  • $130 Billion
  • Q2 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 10,720 shares of XLG stock, worth $497,193. This represents 0.35% of its overall portfolio holdings.

Number of Shares
10,720
Previous 10,720 -0.0%
Holding current value
$497,193
Previous $452 Million -0.0%
% of portfolio
0.35%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
370
Shares Held
60.3M
Call Options Held
700
Put Options Held
1.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Holistic Planning, LLC Portfolio

Follow Holistic Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Holistic Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Holistic Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email