Lifeworks Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Lifeworks Advisors, LLC

  • $496 Million
  • Q3 2024

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 6,036 shares of XLG stock, worth $311,276. This represents 0.06% of its overall portfolio holdings.

Number of Shares
6,036
Previous 6,687 9.74%
Holding current value
$311,276
Previous $305,000 6.23%
% of portfolio
0.06%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
434
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
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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