Fullcircle Wealth LLC Invesco Exchange Traded Fd Tr Transaction History
Fullcircle Wealth LLC
- $252 Million
- Q3 2025
A detailed history of Fullcircle Wealth LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Fullcircle Wealth LLC holds 26,913 shares of XLG stock, worth $1.58 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
26,913
Previous 12,238
119.91%
Holding current value
$1.58 Million
Previous $637,000
143.01%
% of portfolio
0.61%
Previous 0.26%
Shares
3 transactions
Others Institutions Holding XLG
# of Institutions
614Shares Held
102MCall Options Held
59.1KPut Options Held
4.2K-
Lpl Financial LLC Fort Mill, SC10.7MShares$627 Million0.19% of portfolio
-
Morgan Stanley New York, NY6.83MShares$401 Million0.02% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$249 Million0.02% of portfolio
-
Jpmorgan Chase & CO New York, NY3.79MShares$222 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.76MShares$221 Million0.04% of portfolio