Lionsbridge Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Lionsbridge Wealth Management LLC

$109 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Nov 01, 2024	BUY	$42.54 - $47.97 $1.61 Million - $1.82 Million	37,961 New	37,961 $1.8 Million

Others Institutions Holding XLG

# of Institutions

461

Shares Held

77.6M

Call Options Held

36.7K

Put Options Held

27.5K

Lpl Financial LLC Fort Mill, SC

7.98M
Shares

$404 Million
0.17% of portfolio
Morgan Stanley New York, NY

5.68M
Shares

$288 Million
0.02% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.96M
Shares

$251 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

4.88M
Shares

$247 Million
0.02% of portfolio
Wells Fargo & Company San Francisco, CA

3.09M
Shares

$156 Million
0.03% of portfolio

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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