Cyndeo Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Cyndeo Wealth Partners, LLC

  • $1.74 Billion
  • Q4 2025

A detailed history of Cyndeo Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 15,142 shares of XLG stock, worth $888,078. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,142
Previous 15,207 0.43%
Holding current value
$888,078
Previous $874,000 1.6%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 07, 2026
SELL
$56.5 - $60.52 $3,672 - $3,933
-65 Reduced 0.43%
15,142 $888,000
Q3 2025

Oct 10, 2025
BUY
$51.78 - $57.89 $5,385 - $6,020
104 Added 0.69%
15,207 $874,000
Q2 2025

Jul 24, 2025
BUY
$40.94 - $52.1 $4,257 - $5,418
104 Added 0.69%
15,103 $786,000
Q1 2025

Apr 17, 2025
SELL
$45.72 - $51.73 $17,510 - $19,812
-383 Reduced 2.49%
14,999 $690,000
Q4 2024

Jan 21, 2025
SELL
$46.94 - $51.62 $131,197 - $144,277
-2,795 Reduced 15.38%
15,382 $768,000
Q3 2024

Oct 18, 2024
BUY
$42.54 - $47.97 $773,249 - $871,950
18,177 New
18,177 $863,000

Others Institutions Holding XLG

# of Institutions
619
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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