Summit X, LLC Invesco Exchange Traded Fd Tr Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Jan 29, 2021	SELL	$252.63 - $285.66 $19,199 - $21,710	-76 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$240.17 - $284.19 $18,252 - $21,598	76 New	76 $262,000

Others Institutions Holding XLG

# of Institutions

433

Shares Held

71.8M

Call Options Held

39.6K

Put Options Held

29K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$392 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$279 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.21M
Shares

$256 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$240 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$151 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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