Carolinas Wealth Consulting LLC Invesco Exchange Traded Fd Tr Transaction History
Carolinas Wealth Consulting LLC
- $557 Million
- Q4 2024
A detailed history of Carolinas Wealth Consulting LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 13,971 shares of XLG stock, worth $652,864. This represents 0.13% of its overall portfolio holdings.
Number of Shares
13,971
Previous 13,968
0.02%
Holding current value
$652,864
Previous $663,000
5.13%
% of portfolio
0.13%
Previous 0.11%
Shares
4 transactions
Others Institutions Holding XLG
# of Institutions
493Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.33 Billion18.3% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$457 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$326 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$232 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$188 Million0.02% of portfolio