Smith, Salley & Associates Invesco Exchange Traded Fd Tr Transaction History

Smith, Salley & Associates

  • $1.84 Billion
  • Q3 2025

A detailed history of Smith, Salley & Associates transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Smith, Salley & Associates holds 7,567 shares of XLG stock, worth $432,983. This represents 0.02% of its overall portfolio holdings.

Number of Shares
7,567
Previous 7,555 0.16%
Holding current value
$432,983
Previous $393,000 10.69%
% of portfolio
0.02%
Previous 0.02%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$51.78 - $57.89 $621 - $694
12 Added 0.16%
7,567 $435,000
Q2 2025

Jul 17, 2025
BUY
$40.94 - $52.1 $8,802 - $11,201
215 Added 2.93%
7,555 $393,000
Q1 2025

Apr 25, 2025
BUY
$45.72 - $51.73 $5,212 - $5,897
114 Added 1.58%
7,340 $337,000
Q4 2024

Jan 15, 2025
BUY
$46.94 - $51.62 $610 - $671
13 Added 0.18%
7,226 $361,000
Q3 2024

Oct 24, 2024
BUY
$42.54 - $47.97 $306,841 - $346,007
7,213 New
7,213 $342,000

Others Institutions Holding XLG

# of Institutions
589
Shares Held
99.1M
Call Options Held
91.1K
Put Options Held
12.1K
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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