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 $2.26 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
38,568
Previous 38,568
-0.0%
Holding current value
$2.26 Million
Previous $2.01 Million
10.4%
% of portfolio
0.16%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
638Shares Held
103MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio