Wealthsource Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealthsource Partners, LLC

  • $1.52 Billion
  • Q4 2023

A detailed history of Wealthsource Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealthsource Partners, LLC holds 310,342 shares of XLG stock, worth $16 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
310,342
Previous 272,009 14.09%
Holding current value
$16 Million
Previous $9.24 Million 26.73%
% of portfolio
0.77%
Previous 0.64%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 12, 2024
BUY
$32.87 - $37.84 $1.26 Million - $1.45 Million
38,333 Added 14.09%
310,342 $11.7 Million
Q3 2023

Nov 09, 2023
BUY
$33.8 - $354.35 $8.29 Million - $86.9 Million
245,180 Added 913.86%
272,009 $9.24 Million
Q2 2023

Aug 14, 2023
BUY
$308.25 - $349.73 $89,700 - $101,771
291 Added 1.1%
26,829 $9.38 Million
Q1 2023

May 15, 2023
SELL
$271.59 - $310.52 $288,156 - $329,461
-1,061 Reduced 3.84%
26,538 $8.24 Million
Q4 2022

Feb 09, 2023
BUY
$26.66 - $298.01 $121,916 - $1.36 Million
4,573 Added 19.86%
27,599 $7.62 Million
Q3 2022

Nov 14, 2022
SELL
$26.92 - $327.14 $404,769 - $4.92 Million
-15,036 Reduced 39.5%
23,026 $6.2 Million
Q2 2022

Aug 10, 2022
BUY
$277.86 - $356.56 $8.45 Million - $10.8 Million
30,406 Added 397.15%
38,062 $10.9 Million
Q1 2022

May 09, 2022
BUY
$318.41 - $373.67 $2.44 Million - $2.86 Million
7,656 New
7,656 $2.69 Million

Others Institutions Holding XLG

# of Institutions
434
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
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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