Napa Wealth Management Invesco Exchange Traded Fd Tr Transaction History

Napa Wealth Management

$211 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 22, 2024	BUY	$32.87 - $37.84 $1 Million - $1.15 Million	30,493 New	30,493 $1.15 Billion

Others Institutions Holding XLG

# of Institutions

434

Shares Held

71.9M

Call Options Held

39.6K

Put Options Held

29K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$406 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$289 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.21M
Shares

$265 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$248 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$157 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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