Sequoia Financial Advisors, LLC Invesco Exchange Traded Fd Tr Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 18,771 shares of XLG stock, worth $810,907. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,771
Previous 25,840 27.36%
Holding current value
$810,907
Previous $1.29 Million 33.1%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$45.72 - $51.73 $323,194 - $365,679
-7,069 Reduced 27.36%
18,771 $863,000
Q4 2024

Feb 07, 2025
BUY
$46.94 - $51.62 $2,065 - $2,271
44 Added 0.17%
25,840 $1.29 Million
Q3 2024

Oct 21, 2024
BUY
$42.54 - $47.97 $31,692 - $35,737
745 Added 2.97%
25,796 $1.23 Million
Q2 2024

Jul 15, 2024
BUY
$39.84 - $46.12 $2,031 - $2,352
51 Added 0.2%
25,051 $1.15 Million
Q1 2024

Apr 30, 2024
BUY
$37.01 - $42.29 $925,250 - $1.06 Million
25,000 New
25,000 $1.05 Million

Others Institutions Holding XLG

# of Institutions
513
Shares Held
116M
Call Options Held
53.1K
Put Options Held
11.4K
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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