Colonial River Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025

A detailed history of Colonial River Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 30,105 shares of XLG stock, worth $1.77 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
30,105
Previous 25,968 15.93%
Holding current value
$1.77 Million
Previous $1.35 Million 28.03%
% of portfolio
0.7%
Previous 0.62%

Shares

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

Nov 13, 2025
BUY
$51.78 - $57.89 $214,213 - $239,490
4,137 Added 15.93%
30,105 $1.73 Million
Q2 2025

Jul 15, 2025
BUY
$40.94 - $52.1 $398,469 - $507,089
9,733 Added 59.95%
25,968 $1.35 Million
Q1 2025

Apr 24, 2025
BUY
$45.72 - $51.73 $742,264 - $839,836
16,235 New
16,235 $747,000

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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