Selective Wealth Management, Inc. Invesco Exchange Traded Fd Tr Transaction History
Selective Wealth Management, Inc.
- $247 Million
- Q4 2024
A detailed history of Selective Wealth Management, Inc. transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 11,172 shares of XLG stock, worth $524,078. This represents 0.23% of its overall portfolio holdings.
Number of Shares
11,172
Previous 11,172
-0.0%
Holding current value
$524,078
Previous $531,000
5.08%
% of portfolio
0.23%
Previous 0.22%
Shares
8 transactions
Others Institutions Holding XLG
# of Institutions
494Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.33 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$459 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$327 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$233 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$189 Million0.02% of portfolio