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

369

Shares Held

60.2M

Call Options Held

700

Put Options Held

1.9K

Lpl Financial LLC Fort Mill, SC

6.79M
Shares

$311 Million
0.16% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.68M
Shares

$260 Million
0.11% of portfolio
Morgan Stanley New York, NY

4.09M
Shares

$188 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

3.57M
Shares

$164 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.84M
Shares

$130 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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