Polaris Wealth Advisory Group, LLC Invesco ETF Tr Ii S&P Smallcap Transaction History
Polaris Wealth Advisory Group, LLC
- $1.3 Billion
- Q3 2023
A detailed history of Polaris Wealth Advisory Group, LLC transactions in Invesco ETF Tr Ii S&P Smallcap stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 113,378 shares of XSLV stock, worth $5.16 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
113,378Holding current value
$5.16 Million% of portfolio
0.34%Shares
8 transactions
Others Institutions Holding XSLV
# of Institutions
126Shares Held
3.26MCall Options Held
0Put Options Held
0-
Venturi Wealth Management, LLC Austin, TX246KShares$11.2 Million0.6% of portfolio
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Lpl Financial LLC Fort Mill, SC230KShares$10.5 Million0.0% of portfolio
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Armbruster Capital Management, Inc.223KShares$10.2 Million1.85% of portfolio
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Ubs Group Ag213KShares$9.71 Million0.0% of portfolio
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Brookstone Capital Management201KShares$9.17 Million0.14% of portfolio