Jfs Wealth Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Jfs Wealth Advisors, LLC

  • $1.56 Billion
  • Q2 2025

A detailed history of Jfs Wealth Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Jfs Wealth Advisors, LLC holds 181 shares of XLG stock, worth $10,356. This represents 0.0% of its overall portfolio holdings.

Number of Shares
181
Previous 190 4.74%
Holding current value
$10,356
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 24, 2025
SELL
$40.94 - $52.1 $368 - $468
-9 Reduced 4.74%
181 $9,000
Q1 2025

Apr 22, 2025
BUY
$45.72 - $51.73 $5,532 - $6,259
121 Added 175.36%
190 $8,000
Q3 2024

Oct 25, 2024
SELL
$42.54 - $47.97 $1,701 - $1,918
-40 Reduced 36.7%
69 $3,000
Q2 2024

Jul 15, 2024
BUY
$39.84 - $46.12 $4,342 - $5,027
109 New
109 $4,000

Others Institutions Holding XLG

# of Institutions
589
Shares Held
98.1M
Call Options Held
91.1K
Put Options Held
12.1K
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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