Iams Wealth Management, LLC Invesco Exchange Traded Fd Tr Put Options Transaction History

Iams Wealth Management, LLC

$204 Billion
Q3 2024

Put Options

1 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q2 2023 Oct 30, 2023	BUY	$308.25 - $349.73 $1.08 Million - $1.23 Million	3,516 New	3,516 $1.21 Billion

Others Institutions Holding XLG

# of Institutions

433

Shares Held

71.8M

Call Options Held

39.6K

Put Options Held

29K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$392 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$279 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.21M
Shares

$256 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$240 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$151 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Iams Wealth Management, LLC with notifications on news.