Steel Peak Wealth Management LLC Invesco Exchange Traded Fd Tr Transaction History

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 2024

A detailed history of Steel Peak Wealth Management LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 12,511 shares of XLG stock, worth $645,192. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,511
Previous 12,290 1.8%
Holding current value
$645,192
Previous $562,000 5.69%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
BUY
$42.54 - $47.97 $9,401 - $10,601
221 Added 1.8%
12,511 $594,000
Q2 2024

Jul 16, 2024
BUY
$39.84 - $46.12 $5,896 - $6,825
148 Added 1.22%
12,290 $562,000
Q1 2024

Apr 17, 2024
SELL
$37.01 - $42.29 $47,668 - $54,469
-1,288 Reduced 9.59%
12,142 $511,000
Q4 2023

Jan 23, 2024
SELL
$32.87 - $37.84 $13,147 - $15,136
-400 Reduced 2.89%
13,430 $506,000
Q3 2023

Nov 02, 2023
BUY
$33.8 - $354.35 $420,708 - $4.41 Million
12,447 Added 900.0%
13,830 $469,000
Q2 2023

Aug 02, 2023
BUY
$308.25 - $349.73 $426,309 - $483,676
1,383 New
1,383 $483,000

Others Institutions Holding XLG

# of Institutions
434
Shares Held
71.9M
Call Options Held
39.6K
Put Options Held
29K
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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