A detailed history of Key Client Fiduciary Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 9,210 shares of XLG stock, worth $449,724. This represents 0.22% of its overall portfolio holdings.

Number of Shares
9,210
Previous 9,193 0.18%
Holding current value
$449,724
Previous $420,000 4.05%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Oct 18, 2024

BUY
$42.54 - $47.97 $723 - $815
17 Added 0.18%
9,210 $437,000
Q2 2024

Jul 16, 2024

BUY
$39.84 - $46.12 $756 - $876
19 Added 0.21%
9,193 $420,000
Q1 2024

Apr 15, 2024

BUY
$37.01 - $42.29 $703 - $803
19 Added 0.21%
9,174 $386,000
Q4 2023

Jan 09, 2024

BUY
$32.87 - $37.84 $20,379 - $23,460
620 Added 7.26%
9,155 $345,000
Q3 2023

Nov 14, 2023

BUY
$33.8 - $354.35 $259,685 - $2.72 Million
7,683 Added 901.76%
8,535 $289,000
Q2 2023

Jul 13, 2023

BUY
$308.25 - $349.73 $924 - $1,049
3 Added 0.35%
852 $297,000
Q1 2023

Apr 25, 2023

BUY
$271.59 - $310.52 $814 - $931
3 Added 0.35%
849 $263,000
Q4 2022

Jan 17, 2023

SELL
$26.66 - $298.01 $2,905 - $32,483
-109 Reduced 11.41%
846 $0
Q3 2022

Oct 12, 2022

BUY
$26.92 - $327.14 $161 - $1,962
6 Added 0.63%
955 $257,000
Q2 2022

Jul 19, 2022

BUY
$277.86 - $356.56 $833 - $1,069
3 Added 0.32%
949 $272,000
Q1 2022

Apr 18, 2022

BUY
$318.41 - $373.67 $68,458 - $80,339
215 Added 29.41%
946 $333,000
Q4 2021

Mar 01, 2022

BUY
$328.66 - $373.09 $240,250 - $272,728
731 New
731 $270,000

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


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

Track Key Client Fiduciary Advisors, LLC Portfolio

Follow Key Client Fiduciary Advisors, 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 Key Client Fiduciary Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Key Client Fiduciary Advisors, LLC with notifications on news.