Vertex Planning Partners, LLC Invesco Exchange Traded Fd Tr Transaction History

Vertex Planning Partners, LLC

  • $521 Billion
  • Q3 2025

A detailed history of Vertex Planning Partners, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 169,614 shares of XLG stock, worth $9.95 Million. This represents 1.87% of its overall portfolio holdings.

Number of Shares
169,614
Previous 84,042 101.82%
Holding current value
$9.95 Million
Previous $4.38 Billion 122.82%
% of portfolio
1.87%
Previous 0.91%

Shares

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

Nov 18, 2025
BUY
$51.78 - $57.89 $4.43 Million - $4.95 Million
85,572 Added 101.82%
169,614 $9.76 Billion
Q2 2025

Aug 13, 2025
BUY
$40.94 - $52.1 $1.22 Million - $1.55 Million
29,683 Added 54.61%
84,042 $4.38 Billion
Q1 2025

May 14, 2025
BUY
$45.72 - $51.73 $2.49 Million - $2.81 Million
54,359 New
54,359 $2.5 Billion
Q4 2023

Feb 14, 2024
BUY
$32.87 - $37.84 $951,915 - $1.1 Million
28,960 New
28,960 $1.09 Billion

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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