Sequent Planning LLC Invesco Exchange Traded Fd Tr Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequent Planning LLC holds 16,838 shares of XLG stock, worth $770,843. This represents 0.28% of its overall portfolio holdings.

Number of Shares
16,838
Previous 16,501 2.04%
Holding current value
$770,843
Previous $824 Million 6.01%
% of portfolio
0.28%
Previous 0.3%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$45.72 - $51.73 $15,407 - $17,433
337 Added 2.04%
16,838 $775 Million
Q4 2024

Feb 11, 2025
BUY
$46.94 - $51.62 $2,065 - $2,271
44 Added 0.27%
16,501 $824 Million
Q3 2024

Nov 14, 2024
BUY
$42.54 - $47.97 $700,080 - $789,442
16,457 New
16,457 $782 Million

Others Institutions Holding XLG

# of Institutions
553
Shares Held
118M
Call Options Held
20.1K
Put Options Held
5K
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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