Patriot Financial Group Insurance Agency, LLC Invesco Exchange Traded Fd Tr Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 17,185 shares of XLG stock, worth $938,644. This represents 0.11% of its overall portfolio holdings.

Number of Shares
17,185
Previous 9,230 86.19%
Holding current value
$938,644
Previous $423,000 111.58%
% of portfolio
0.11%
Previous 0.06%

Shares

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

Jul 21, 2025
BUY
$40.94 - $52.1 $325,677 - $414,455
7,955 Added 86.19%
17,185 $895,000
Q1 2025

Apr 14, 2025
BUY
$45.72 - $51.73 $421,995 - $477,467
9,230 New
9,230 $423,000

Others Institutions Holding XLG

# of Institutions
586
Shares Held
96.9M
Call Options Held
20.1K
Put Options Held
11.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Patriot Financial Group Insurance Agency, LLC Portfolio

Follow Patriot Financial Group Insurance Agency, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email