Wealth Architects, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Architects, LLC

  • $963 Million
  • Q3 2025

A detailed history of Wealth Architects, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Architects, LLC holds 4,980 shares of XLG stock, worth $292,077. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,980
Previous 4,960 0.4%
Holding current value
$292,077
Previous $258,000 10.85%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 13, 2025
BUY
$51.78 - $57.89 $1,035 - $1,157
20 Added 0.4%
4,980 $286,000
Q1 2025

May 14, 2025
BUY
$45.72 - $51.73 $182,605 - $206,609
3,994 Added 413.46%
4,960 $228,000
Q1 2025

May 12, 2025
SELL
$45.72 - $51.73 $182,605 - $206,609
-3,994 Reduced 80.52%
966 $44,000
Q1 2024

May 13, 2024
BUY
$37.01 - $42.29 $183,569 - $209,758
4,960 New
4,960 $208,000

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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