Shore Haven Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Shore Haven Wealth Partners, LLC

$202 Million
Q3 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 49,692 shares of XLG stock, worth $2.53 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

49,692

Previous 49,736 0.09%

Holding current value

$2.53 Million

Previous $2.28 Million 3.78%

% of portfolio

1.17%

Previous 1.22%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 24, 2024	SELL	$42.54 - $47.97 $1,871 - $2,110	-44 Reduced 0.09%	49,692 $2.36 Million
Q2 2024 Jul 24, 2024	BUY	$39.84 - $46.12 $14,780 - $17,110	371 Added 0.75%	49,736 $2.28 Million
Q1 2024 May 02, 2024	SELL	$37.01 - $42.29 $1.96 Million - $2.24 Million	-53,077 Reduced 51.81%	49,365 $2.08 Million
Q4 2023 Feb 06, 2024	BUY	$32.87 - $37.84 $3.37 Million - $3.88 Million	102,442 New	102,442 $3.86 Million

Others Institutions Holding XLG

# of Institutions

434

Shares Held

71.9M

Call Options Held

39.6K

Put Options Held

29K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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Shore Haven Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History