Triad Wealth Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 5,012 shares of XLG stock, worth $293,953. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,012
Previous 6,067 17.39%
Holding current value
$293,953
Previous $316 Million 8.8%
% of portfolio
0.04%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$51.78 - $57.89 $54,627 - $61,073
-1,055 Reduced 17.39%
5,012 $288 Million
Q2 2025

Jul 21, 2025
SELL
$40.94 - $52.1 $1,801 - $2,292
-44 Reduced 0.72%
6,067 $316 Million
Q1 2025

May 14, 2025
BUY
$45.72 - $51.73 $33,787 - $38,228
739 Added 13.76%
6,111 $281 Million
Q4 2024

Feb 06, 2025
BUY
$46.94 - $51.62 $252,161 - $277,302
5,372 New
5,372 $268 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

XLG Quotes by TradingView
  • Ticker XLG
  • Sector ETFs
  • Industry ETFs
More about XLG
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