A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 20,681 shares of XLG stock, worth $1.07 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
20,681
Previous 19,006 8.81%
Holding current value
$1.07 Million
Previous $869,000 13.0%
% of portfolio
0.29%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

BUY
$42.54 - $47.97 $71,254 - $80,349
1,675 Added 8.81%
20,681 $982,000
Q2 2024

Jul 17, 2024

SELL
$39.84 - $46.12 $52,748 - $61,062
-1,324 Reduced 6.51%
19,006 $869,000
Q1 2024

May 03, 2024

SELL
$37.01 - $42.29 $139,934 - $159,898
-3,781 Reduced 15.68%
20,330 $856,000
Q4 2023

Jan 23, 2024

BUY
$32.87 - $37.84 $792,528 - $912,360
24,111 New
24,111 $909,000

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Householder Group Estate & Retirement Specialist, LLC Portfolio

Follow Householder Group Estate & Retirement Specialist, 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 Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.