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

Kingsview Wealth Management, LLC

$4.71 Billion
Q4 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 14,607 shares of XLG stock, worth $753,867. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,607

Previous 13,809 5.78%

Holding current value

$753,867

Previous $656,000 11.13%

% of portfolio

0.02%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 28, 2025	BUY	$46.94 - $51.62 $37,458 - $41,192	798 Added 5.78%	14,607 $729,000
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

489

Shares Held

111M

Call Options Held

36.7K

Put Options Held

27.5K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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