Beacon Pointe Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 16,810 shares of XLG stock, worth $785,531. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,810
Previous 14,433 16.47%
Holding current value
$785,531
Previous $686,000 22.3%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$46.94 - $51.62 $111,576 - $122,700
2,377 Added 16.47%
16,810 $839,000
Q3 2024

Nov 14, 2024
BUY
$42.54 - $47.97 $21,270 - $23,985
500 Added 3.59%
14,433 $686,000
Q2 2024

Aug 12, 2024
BUY
$39.84 - $46.12 $303,620 - $351,480
7,621 Added 120.74%
13,933 $637,000
Q1 2024

May 14, 2024
BUY
$37.01 - $42.29 $233,607 - $266,934
6,312 New
6,312 $265,000

Others Institutions Holding XLG

# of Institutions
493
Shares Held
113M
Call Options Held
53.1K
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
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email