Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lifeworks Advisors, LLC

  • $638 Million
  • Q2 2025

A detailed history of Lifeworks Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 4,036 shares of XLG stock, worth $230,939. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,036
Previous 5,839 30.88%
Holding current value
$230,939
Previous $268,000 21.64%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Aug 04, 2025
SELL
$40.94 - $52.1 $73,814 - $93,936
-1,803 Reduced 30.88%
4,036 $210,000
Q1 2025

May 06, 2025
SELL
$45.72 - $51.73 $182 - $206
-4 Reduced 0.07%
5,839 $268,000
Q4 2024

Feb 07, 2025
SELL
$46.94 - $51.62 $9,059 - $9,962
-193 Reduced 3.2%
5,843 $291,000
Q3 2024

Nov 06, 2024
SELL
$42.54 - $47.97 $27,693 - $31,228
-651 Reduced 9.74%
6,036 $286,000
Q2 2024

Aug 13, 2024
SELL
$39.84 - $46.12 $28,764 - $33,298
-722 Reduced 9.74%
6,687 $305,000
Q1 2024

May 10, 2024
SELL
$37.01 - $42.29 $62,435 - $71,343
-1,687 Reduced 18.55%
7,409 $312,000
Q4 2023

Feb 12, 2024
BUY
$32.87 - $37.84 $298,985 - $344,192
9,096 New
9,096 $343,000

Others Institutions Holding XLG

# of Institutions
593
Shares Held
99.6M
Call Options Held
91.1K
Put Options Held
5.7K
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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