Lwm Advisory Services, LLC Invesco Exchange Traded Fd Tr Transaction History

Lwm Advisory Services, LLC

  • $116 Million
  • Q2 2024

A detailed history of Lwm Advisory Services, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Lwm Advisory Services, LLC holds 54,695 shares of XLG stock, worth $2.66 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
54,695
Previous 55,080 0.7%
Holding current value
$2.66 Million
Previous $2.32 Million 7.84%
% of portfolio
2.16%
Previous 1.6%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$39.84 - $46.12 $15,338 - $17,756
-385 Reduced 0.7%
54,695 $2.5 Million
Q1 2024

May 09, 2024
BUY
$37.01 - $42.29 $830,282 - $948,733
22,434 Added 68.72%
55,080 $2.32 Million
Q4 2023

Feb 05, 2024
BUY
$32.87 - $37.84 $1.07 Million - $1.24 Million
32,646 New
32,646 $1.23 Million

Others Institutions Holding XLG

# of Institutions
416
Shares Held
66.1M
Call Options Held
47.5K
Put Options Held
45.5K
View Full List

About INVESCO EXCHANGE-TRADED FD TR

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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