Foundations Investment Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Foundations Investment Advisors, LLC

  • $4.87 Billion
  • Q4 2024

A detailed history of Foundations Investment Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Foundations Investment Advisors, LLC holds 31,132 shares of XLG stock, worth $1.58 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
31,132
Previous 22,758 36.8%
Holding current value
$1.58 Million
Previous $1.08 Million 43.85%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$46.94 - $51.62 $393,075 - $432,265
8,374 Added 36.8%
31,132 $1.56 Million
Q3 2024

Oct 21, 2024
BUY
$42.54 - $47.97 $542,725 - $612,001
12,758 Added 127.58%
22,758 $1.08 Million
Q2 2024

Aug 02, 2024
BUY
$39.84 - $46.12 $398,400 - $461,200
10,000 New
10,000 $457,000

Others Institutions Holding XLG

# of Institutions
461
Shares Held
77.6M
Call Options Held
36.7K
Put Options Held
27.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
Track This Portfolio

Track Foundations Investment Advisors, LLC Portfolio

Follow Foundations Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Foundations Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Foundations Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email