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

Feb 26, 2025
BUY
$46.94 - $51.62 $140 - $154
3 Added 0.02%
13,971 $697,000
Q3 2024

Nov 12, 2024
BUY
$42.54 - $47.97 $170 - $191
4 Added 0.03%
13,968 $663,000
Q2 2024

Aug 12, 2024
BUY
$39.84 - $46.12 $74,261 - $85,967
1,864 Added 15.4%
13,964 $638,000
Q1 2024

May 14, 2024
BUY
$37.01 - $42.29 $447,821 - $511,709
12,100 New
12,100 $509,000

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
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