Smith Shellnut Wilson LLC Invesco Exchange Traded Fd Tr Transaction History

Smith Shellnut Wilson LLC

  • $215 Million
  • Q1 2025

A detailed history of Smith Shellnut Wilson LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Smith Shellnut Wilson LLC holds 46,247 shares of XLG stock, worth $2.12 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
46,247
Previous 43,115 7.26%
Holding current value
$2.12 Million
Previous $2.15 Million 1.21%
% of portfolio
0.99%
Previous 0.97%

Shares

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

Apr 17, 2025
BUY
$45.72 - $51.73 $143,195 - $162,018
3,132 Added 7.26%
46,247 $2.13 Million
Q4 2024

Mar 04, 2025
BUY
$46.94 - $51.62 $1.73 Million - $1.9 Million
36,850 Added 588.19%
43,115 $2.15 Million
Q3 2024

Oct 31, 2024
BUY
$42.54 - $47.97 $32,543 - $36,697
765 Added 13.91%
6,265 $297,000
Q2 2024

Jul 26, 2024
BUY
$39.84 - $46.12 $219,120 - $253,660
5,500 New
5,500 $251,000

Others Institutions Holding XLG

# of Institutions
533
Shares Held
117M
Call Options Held
53.1K
Put Options Held
11.4K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Smith Shellnut Wilson LLC Portfolio

Follow Smith Shellnut Wilson LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Smith Shellnut Wilson LLC , based on Form 13F filings with the SEC.

News

Stay updated on Smith Shellnut Wilson LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email