Wbh Advisory Inc Invesco Exchange Traded Fd Tr Transaction History

Wbh Advisory Inc

$1.06 Billion
Q1 2025

A detailed history of Wbh Advisory Inc transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wbh Advisory Inc holds 16,647 shares of XLG stock, worth $817,201. This represents 0.07% of its overall portfolio holdings.

Number of Shares

16,647

Holding current value

$817,201

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	BUY	$45.72 - $51.73 $761,100 - $861,149	16,647 New	16,647 $766,000

Others Institutions Holding XLG

# of Institutions

553

Shares Held

119M

Call Options Held

20.1K

Put Options Held

Demars Financial Group, LLC

28.1M
Shares

$1.38 Billion
17.43% of portfolio
Lpl Financial LLC Fort Mill, SC

10.6M
Shares

$521 Million
0.2% of portfolio
Morgan Stanley New York, NY

7.14M
Shares

$351 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

4.24M
Shares

$208 Million
0.02% of portfolio
Invesco Ltd. Atlanta, GA

3.36M
Shares

$165 Million
0.03% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

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