Heritage Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Heritage Wealth Partners, LLC
- $79.7 Billion
- Q4 2024
A detailed history of Heritage Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Heritage Wealth Partners, LLC holds 38,115 shares of XLG stock, worth $1.75 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
38,115Holding current value
$1.75 Million% of portfolio
2.39%Shares
1 transactions
Others Institutions Holding XLG
# of Institutions
496Shares Held
113MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.4MShares$1.3 Billion18.3% of portfolio
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Lpl Financial LLC Fort Mill, SC9.78MShares$448 Million0.21% of portfolio
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Morgan Stanley New York, NY6.97MShares$320 Million0.03% of portfolio
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Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$227 Million0.1% of portfolio
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Bank Of America Corp Charlotte, NC4.03MShares$185 Million0.02% of portfolio