Cassaday & CO Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Cassaday & CO Wealth Management LLC

  • $4.32 Billion
  • Q3 2025

A detailed history of Cassaday & CO Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cassaday & CO Wealth Management LLC holds 6,022 shares of XLG stock, worth $353,190. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,022
Previous 5,022 19.91%
Holding current value
$353,190
Previous $261,000 32.57%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
$51.78 - $57.89 $51,780 - $57,890
1,000 Added 19.91%
6,022 $346,000
Q2 2025

Aug 05, 2025
BUY
$40.94 - $52.1 $205,600 - $261,646
5,022 New
5,022 $261,000

Others Institutions Holding XLG

# of Institutions
633
Shares Held
103M
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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