Horizon Wealth Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Horizon Wealth Management, LLC

  • $573 Million
  • Q4 2024

A detailed history of Horizon Wealth Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Horizon Wealth Management, LLC holds 17,510 shares of XLG stock, worth $899,313. This represents 0.15% of its overall portfolio holdings.

Number of Shares
17,510
Previous 17,498 0.07%
Holding current value
$899,313
Previous $831,000 5.17%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Jan 13, 2025
BUY
$46.94 - $51.62 $563 - $619
12 Added 0.07%
17,510 $874,000
Q3 2024

Oct 16, 2024
SELL
$42.54 - $47.97 $638 - $719
-15 Reduced 0.09%
17,498 $831,000
Q2 2024

Jul 19, 2024
BUY
$39.84 - $46.12 $14,262 - $16,510
358 Added 2.09%
17,513 $801,000
Q1 2024

Apr 18, 2024
BUY
$37.01 - $42.29 $7,327 - $8,373
198 Added 1.17%
17,155 $722,000
Q4 2023

Jan 22, 2024
BUY
$32.87 - $37.84 $557,376 - $641,652
16,957 New
16,957 $639,000

Others Institutions Holding XLG

# of Institutions
443
Shares Held
72.1M
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
Track This Portfolio

Track Horizon Wealth Management, LLC Portfolio

Follow Horizon Wealth Management, 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 Horizon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email