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 $2.32 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
50,581
Previous 49,692 1.79%
Holding current value
$2.32 Million
Previous $2.36 Million 7.03%
% of portfolio
1.25%
Previous 1.17%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
497
Shares Held
113M
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
Track This Portfolio

Track Shore Haven Wealth Partners, LLC Portfolio

Follow Shore Haven Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shore Haven Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shore Haven Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email