Principle Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History
Principle Wealth Partners LLC
- $1.3 Billion
- Q1 2025
A detailed history of Principle Wealth Partners LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Principle Wealth Partners LLC holds 1,449,886 shares of XLG stock, worth $75.1 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
1,449,886
Previous 1,092,153
32.75%
Holding current value
$75.1 Million
Previous $54.6 Million
22.29%
% of portfolio
5.14%
Previous 4.06%
Shares
7 transactions
Others Institutions Holding XLG
# of Institutions
559Shares Held
119MCall Options Held
20.1KPut Options Held
5K-
Demars Financial Group, LLC28.1MShares$1.45 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.6MShares$550 Million0.2% of portfolio
-
Morgan Stanley New York, NY7.14MShares$370 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.24MShares$219 Million0.02% of portfolio
-
Invesco Ltd. Atlanta, GA3.36MShares$174 Million0.03% of portfolio