Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Lwm Advisory Services, LLC

  • $145 Million
  • Q1 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 55,080 shares of XLG stock, worth $2.6 Million. This represents 1.6% of its overall portfolio holdings.

Number of Shares
55,080
Previous 32,646 68.72%
Holding current value
$2.6 Million
Previous $1.23 Million 88.46%
% of portfolio
1.6%
Previous 1.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
BUY
$37.01 - $42.29 $830,282 - $948,733
22,434 Added 68.72%
55,080 $2.32 Million
Q4 2023

Feb 05, 2024
BUY
$32.87 - $37.84 $1.07 Million - $1.24 Million
32,646 New
32,646 $1.23 Million

Others Institutions Holding XLG

# of Institutions
355
Shares Held
58.2M
Call Options Held
700
Put Options Held
1.9K
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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