Alteri Wealth LLC Invesco Exchange Traded Fd Tr Transaction History

Alteri Wealth LLC

$361 Billion
Q4 2024

A detailed history of Alteri Wealth LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Alteri Wealth LLC holds 4,208 shares of XLG stock, worth $216,922. This represents 0.06% of its overall portfolio holdings.

Number of Shares

4,208

Holding current value

$216,922

% of portfolio

0.06%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 14, 2025	BUY	$46.94 - $51.62 $197,523 - $217,216	4,208 New	4,208 $210 Million

Others Institutions Holding XLG

# of Institutions

490

Shares Held

113M

Call Options Held

53.1K

Put Options Held

11.4K

Demars Financial Group, LLC

28.4M
Shares

$1.46 Billion
18.3% of portfolio
Lpl Financial LLC Fort Mill, SC

9.78M
Shares

$504 Million
0.21% of portfolio
Morgan Stanley New York, NY

6.97M
Shares

$359 Million
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.96M
Shares

$256 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.03M
Shares

$208 Million
0.02% of portfolio

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

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