Keystone Wealth Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 23,660 shares of XLG stock, worth $1.11 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,660
Previous 47,023 49.68%
Holding current value
$1.11 Million
Previous $2.24 Million 47.11%
% of portfolio
0.34%
Previous 0.67%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$46.94 - $51.62 $1.1 Million - $1.21 Million
-23,363 Reduced 49.68%
23,660 $1.18 Million
Q3 2024

Oct 15, 2024
BUY
$42.54 - $47.97 $104,520 - $117,862
2,457 Added 5.51%
47,023 $2.24 Million
Q2 2024

Jul 12, 2024
BUY
$39.84 - $46.12 $174,499 - $202,005
4,380 Added 10.9%
44,566 $2.04 Million
Q1 2024

Apr 12, 2024
SELL
$37.01 - $42.29 $724,988 - $828,418
-19,589 Reduced 32.77%
40,186 $1.69 Million
Q4 2023

Jan 17, 2024
BUY
$32.87 - $37.84 $1.96 Million - $2.26 Million
59,775 New
59,775 $2.25 Million

Others Institutions Holding XLG

# of Institutions
493
Shares Held
113M
Call Options Held
53.1K
Put Options Held
11.4K
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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