Alteri Wealth LLC Invesco Exchange Traded Fd Tr Transaction History

Alteri Wealth LLC

  • $291 Billion
  • Q3 2025

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 12,059 shares of XLG stock, worth $707,260. This represents 0.24% of its overall portfolio holdings.

Number of Shares
12,059
Previous 10,434 15.57%
Holding current value
$707,260
Previous $544 Million 27.6%
% of portfolio
0.24%
Previous 0.21%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$51.78 - $57.89 $84,142 - $94,071
1,625 Added 15.57%
12,059 $694 Million
Q2 2025

Aug 11, 2025
BUY
$40.94 - $52.1 $71,235 - $90,654
1,740 Added 20.01%
10,434 $544 Million
Q1 2025

May 07, 2025
BUY
$45.72 - $51.73 $205,099 - $232,060
4,486 Added 106.61%
8,694 $400 Million
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
614
Shares Held
102M
Call Options Held
59.1K
Put Options Held
4.2K
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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