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 $4.92 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
113,378
Holding current value
$4.92 Million
% of portfolio
0.34%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 11, 2023
BUY
$39.27 - $43.12 $4.45 Million - $4.89 Million
113,378 New
113,378 $4.47 Million
Q2 2022

Jul 12, 2022
BUY
N/A
69,315 New
69,315 $3.09 Million
Q1 2022

Apr 19, 2022
SELL
N/A
-85,210 Closed
0 $0
Q4 2021

Jan 26, 2022
SELL
N/A
-1,902 Reduced 2.18%
85,210 $4.44 Million
Q3 2021

Oct 18, 2021
BUY
N/A
3,245 Added 3.87%
87,112 $4.23 Million
Q2 2021

Jul 23, 2021
BUY
N/A
83,867 New
83,867 $3.96 Million
Q4 2019

Jan 29, 2020
SELL
N/A
-13,802 Closed
0 $0
Q3 2019

Oct 09, 2019
BUY
N/A
13,802 New
13,802 $663,000

Others Institutions Holding XSLV

# of Institutions
127
Shares Held
3.66M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR II S&P SMALLCAP

XSLV Quotes by TradingView
  • Ticker XSLV
  • Sector ETFs
  • Industry ETFs
More about XSLV
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