Principle Wealth Partners LLC Invesco Exchange Traded Fd Tr Transaction History

Principle Wealth Partners LLC

  • $1.21 Billion
  • Q1 2024

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 703,569 shares of XLG stock, worth $33 Million. This represents 2.44% of its overall portfolio holdings.

Number of Shares
703,569
Previous 441,567 59.33%
Holding current value
$33 Million
Previous $16.7 Million 77.97%
% of portfolio
2.44%
Previous 1.51%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024
BUY
$37.01 - $42.29 $9.7 Million - $11.1 Million
262,002 Added 59.33%
703,569 $29.6 Million
Q4 2023

Feb 05, 2024
BUY
$32.87 - $37.84 $8.01 Million - $9.22 Million
243,554 Added 123.0%
441,567 $16.7 Million
Q3 2023

Nov 01, 2023
BUY
$33.8 - $354.35 $6.69 Million - $70.2 Million
198,013 New
198,013 $6.72 Million

Others Institutions Holding XLG

# of Institutions
354
Shares Held
58.1M
Call Options Held
700
Put Options Held
1.9K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

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