A detailed history of United Advisor Group, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, United Advisor Group, LLC holds 8,747 shares of XLG stock, worth $451,082. This represents 0.1% of its overall portfolio holdings.

Number of Shares
8,747
Previous 7,369 18.7%
Holding current value
$451,082
Previous $337,000 23.15%
% of portfolio
0.1%
Previous 0.11%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$42.54 - $47.97 $58,620 - $66,102
1,378 Added 18.7%
8,747 $415,000
Q2 2024

Aug 08, 2024

BUY
$39.84 - $46.12 $67,010 - $77,573
1,682 Added 29.58%
7,369 $337,000
Q1 2024

May 14, 2024

BUY
$37.01 - $42.29 $210,475 - $240,503
5,687 New
5,687 $239,000

Others Institutions Holding XLG

About INVESCO EXCHANGE-TRADED FD TR


  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track United Advisor Group, LLC Portfolio

Follow United Advisor Group, 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 United Advisor Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Advisor Group, LLC with notifications on news.