Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Precedent Wealth Partners, LLC

$306 Billion
Q4 2024

A detailed history of Precedent Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Precedent Wealth Partners, LLC holds 168,163 shares of XLG stock, worth $8.7 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

168,163

Previous 165,706 1.48%

Holding current value

$8.7 Million

Previous $7.88 Billion 6.67%

% of portfolio

2.74%

Previous 2.6%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$46.94 - $51.62 $115,331 - $126,830	2,457 Added 1.48%	168,163 $8.4 Billion
Q3 2024 Oct 17, 2024	BUY	$42.54 - $47.97 $1.35 Million - $1.52 Million	31,691 Added 23.65%	165,706 $7.88 Billion
Q2 2024 Jul 23, 2024	BUY	$39.84 - $46.12 $582,102 - $673,859	14,611 Added 12.24%	134,015 $6.13 Billion
Q1 2024 Apr 23, 2024	BUY	$37.01 - $42.29 $1.6 Million - $1.82 Million	43,134 Added 56.55%	119,404 $5.03 Billion
Q4 2023 Jan 18, 2024	BUY	$32.87 - $37.84 $2.51 Million - $2.89 Million	76,270 New	76,270 $2.88 Billion

Others Institutions Holding XLG

# of Institutions

490

Shares Held

113M

Call Options Held

53.1K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

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Precedent Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History