Wealth Plan Investment Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 38,568 shares of XLG stock, worth $2.21 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
38,568
Previous 38,568 -0.0%
Holding current value
$2.21 Million
Previous $2.01 Million 10.4%
% of portfolio
0.16%
Previous 0.16%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
BUY
$40.94 - $52.1 $1.58 Million - $2.01 Million
38,568 New
38,568 $2.01 Million

Others Institutions Holding XLG

# of Institutions
590
Shares Held
99.4M
Call Options Held
91.1K
Put Options Held
5.7K
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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