Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History
Lwm Advisory Services, LLC
- $139 Million
- Q4 2024
A detailed history of Lwm Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 64,335 shares of XLG stock, worth $3.03 Million. This represents 2.31% of its overall portfolio holdings.
Number of Shares
64,335
Previous 57,471
11.94%
Holding current value
$3.03 Million
Previous $2.73 Million
17.69%
% of portfolio
2.31%
Previous 2.08%
Shares
5 transactions
Others Institutions Holding XLG
# of Institutions
495Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.34 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$460 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$328 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$233 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$190 Million0.02% of portfolio