Congress Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Congress Wealth Management LLC holds 719,865 shares of XLG stock, worth $42.2 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
719,865
Previous 41,241 1645.51%
Holding current value
$42.2 Million
Previous $1.9 Million 1877.02%
% of portfolio
0.38%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$40.94 - $52.1 $27.8 Million - $35.4 Million
678,624 Added 1645.51%
719,865 $37.5 Million
Q1 2025

May 14, 2025
BUY
$45.72 - $51.73 $1.89 Million - $2.13 Million
41,241 New
41,241 $1.9 Million

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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