Shore Haven Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Shore Haven Wealth Partners, LLC

$237 Million
Q3 2025

A detailed history of Shore Haven Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Shore Haven Wealth Partners, LLC holds 225,830 shares of XLG stock, worth $13.2 Million. This represents 5.48% of its overall portfolio holdings.

Number of Shares

225,830

Previous 143,441 57.44%

Holding current value

$13.2 Million

Previous $7.47 Million 73.81%

% of portfolio

5.48%

Previous 3.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$51.78 - $57.89 $4.27 Million - $4.77 Million	82,389 Added 57.44%	225,830 $13 Million
Q2 2025 Jul 29, 2025	BUY	$40.94 - $52.1 $1.48 Million - $1.89 Million	36,202 Added 33.76%	143,441 $7.47 Million
Q1 2025 May 06, 2025	BUY	$45.72 - $51.73 $2.59 Million - $2.93 Million	56,658 Added 112.01%	107,239 $4.94 Million
Q4 2024 Jan 29, 2025	BUY	$46.94 - $51.62 $41,729 - $45,890	889 Added 1.79%	50,581 $2.53 Million
Q3 2024 Oct 24, 2024	SELL	$42.54 - $47.97 $1,871 - $2,110	-44 Reduced 0.09%	49,692 $2.36 Million

Q2 2024 Jul 24, 2024	BUY	$39.84 - $46.12 $14,780 - $17,110	371 Added 0.75%	49,736 $2.28 Million
Q1 2024 May 02, 2024	SELL	$37.01 - $42.29 $1.96 Million - $2.24 Million	-53,077 Reduced 51.81%	49,365 $2.08 Million
Q4 2023 Feb 06, 2024	BUY	$32.87 - $37.84 $3.37 Million - $3.88 Million	102,442 New	102,442 $3.86 Million

Others Institutions Holding XLG

# of Institutions

614

Shares Held

102M

Call Options Held

59.1K

Put Options Held

4.2K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
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Shore Haven Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History