Shore Haven Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History
Shore Haven Wealth Partners, LLC
- $203 Million
- Q4 2024
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 50,581 shares of XLG stock, worth $2.23 Million. This represents 1.25% of its overall portfolio holdings.
Number of Shares
50,581
Previous 49,692
1.79%
Holding current value
$2.23 Million
Previous $2.36 Million
7.03%
% of portfolio
1.25%
Previous 1.17%
Shares
5 transactions
Others Institutions Holding XLG
# of Institutions
513Shares Held
116MCall Options Held
53.1KPut Options Held
11.4K-
Demars Financial Group, LLC28.1MShares$1.24 Billion17.43% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.78MShares$431 Million0.21% of portfolio
-
Morgan Stanley New York, NY6.97MShares$307 Million0.03% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa4.96MShares$219 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC4.03MShares$178 Million0.02% of portfolio