Ropes Wealth Advisors LLC Invesco Exchange Traded Fd Tr Transaction History

Ropes Wealth Advisors LLC

$512 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Feb 05, 2020	SELL	$206.54 - $234.46 $308,983 - $350,752	-1,496 Closed	0 $0
Q2 2018 Aug 13, 2018	BUY	$182.06 - $198.31 $272,361 - $296,671	1,496 New	1,496 $288,000

Others Institutions Holding XLG

# of Institutions

434

Shares Held

71.9M

Call Options Held

39.6K

Put Options Held

29K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$394 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$281 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.21M
Shares

$257 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$241 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$152 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
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