Wealth Plan Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Plan Partners, LLC

  • $552 Million
  • Q2 2025

A detailed history of Wealth Plan Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Plan Partners, LLC holds 23,264 shares of XLG stock, worth $1.27 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
23,264
Previous 15,741 47.79%
Holding current value
$1.27 Million
Previous $724 Million 99.83%
% of portfolio
0.22%
Previous 0.1%

Shares

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

Jul 28, 2025
BUY
$40.94 - $52.1 $307,991 - $391,948
7,523 Added 47.79%
23,264 $1.21 Million
Q1 2025

May 09, 2025
BUY
$45.72 - $51.73 $719,678 - $814,281
15,741 New
15,741 $724 Million

Others Institutions Holding XLG

# of Institutions
586
Shares Held
96.9M
Call Options Held
20.1K
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
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