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

Lwm Advisory Services, LLC

$153 Million
Q3 2025

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 42,778 shares of XLG stock, worth $2.51 Million. This represents 1.61% of its overall portfolio holdings.

Number of Shares

42,778

Previous 35,105 21.86%

Holding current value

$2.51 Million

Previous $1.83 Million 34.57%

% of portfolio

1.61%

Previous 1.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 25, 2025	BUY	$51.78 - $57.89 $397,307 - $444,189	7,673 Added 21.86%	42,778 $2.46 Million
Q2 2025 Aug 14, 2025	SELL	$40.94 - $52.1 $280,807 - $357,353	-6,859 Reduced 16.34%	35,105 $1.83 Million
Q1 2025 May 13, 2025	SELL	$45.72 - $51.73 $1.02 Million - $1.16 Million	-22,371 Reduced 34.77%	41,964 $1.93 Million
Q4 2024 Feb 03, 2025	BUY	$46.94 - $51.62 $322,196 - $354,319	6,864 Added 11.94%	64,335 $3.21 Million
Q3 2024 Nov 13, 2024	BUY	$42.54 - $47.97 $118,091 - $133,164	2,776 Added 5.08%	57,471 $2.73 Million

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

621

Shares Held

103M

Call Options Held

59.1K

Put Options Held

4.2K

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About INVESCO EXCHANGE-TRADED FD TR

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