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

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

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 15,382 shares of XLG stock, worth $787,712. This represents 0.05% of its overall portfolio holdings.

Number of Shares
15,382
Previous 18,177 15.38%
Holding current value
$787,712
Previous $863,000 11.01%
% of portfolio
0.05%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
452
Shares Held
73.9M
Call Options Held
39.6K
Put Options Held
29K
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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