Shore Haven Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Shore Haven Wealth Partners, LLC
- $187 Million
- Q2 2024
A detailed history of Shore Haven Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 49,736 shares of XLG stock, worth $2.33 Million. This represents 1.22% of its overall portfolio holdings.
Number of Shares
49,736
Previous 49,365
0.75%
Holding current value
$2.33 Million
Previous $2.08 Million
9.43%
% of portfolio
1.22%
Previous 1.17%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
400Shares Held
66.7MCall Options Held
47.5KPut Options Held
45.5K-
Lpl Financial LLC Fort Mill, SC7.24MShares$340 Million0.17% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa5.39MShares$253 Million0.11% of portfolio
-
Morgan Stanley New York, NY5.3MShares$249 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC3.89MShares$183 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN2.88MShares$135 Million0.04% of portfolio