Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 13,809 shares of XLG stock, worth $712,130. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,809

Previous 21,169 34.77%

Holding current value

$712,130

Previous $968,000 32.23%

% of portfolio

0.01%

Previous 0.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$42.54 - $47.97 $313,094 - $353,059	-7,360 Reduced 34.77%	13,809 $656,000
Q2 2024 Aug 14, 2024	SELL	$39.84 - $46.12 $119,520 - $138,360	-3,000 Reduced 12.41%	21,169 $968,000
Q1 2024 May 09, 2024	SELL	$37.01 - $42.29 $1.07 Million - $1.22 Million	-28,810 Reduced 54.38%	24,169 $1.02 Million
Q4 2023 Feb 08, 2024	BUY	$32.87 - $37.84 $767,645 - $883,715	23,354 Added 78.83%	52,979 $2 Million
Q3 2023 Nov 07, 2023	BUY	$33.8 - $354.35 $921,590 - $9.66 Million	27,266 Added 1155.83%	29,625 $1.01 Million
Q2 2023 Aug 10, 2023	BUY	$308.25 - $349.73 $727,161 - $825,013	2,359 New	2,359 $825,000

Others Institutions Holding XLG

# of Institutions

434

Shares Held

71.9M

Call Options Held

39.6K

Put Options Held

29K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Kingsview Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History