Wealth Bridge Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History

Wealth Bridge Capital Management, LLC

$354 Million
Q4 2024

A detailed history of Wealth Bridge Capital Management, LLC transactions in Invesco Exchange Traded Fd Tr stock. As of the latest transaction made, Wealth Bridge Capital Management, LLC holds 5,939 shares of XLG stock, worth $277,648. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,939

Previous 4,697 26.44%

Holding current value

$277,648

Previous $223,000 32.74%

% of portfolio

0.08%

Previous 0.07%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 03, 2025	BUY	$46.94 - $51.62 $58,299 - $64,112	1,242 Added 26.44%	5,939 $296,000
Q3 2024 Oct 07, 2024	BUY	$42.54 - $47.97 $199,810 - $225,315	4,697 New	4,697 $223,000
Q1 2024 Apr 30, 2024	BUY	$37.01 - $42.29 $179,683 - $205,317	4,855 New	4,855 $204,000
Q1 2019 May 15, 2019	SELL	$175.28 - $204.99 $17,528 - $20,499	-100 Closed	0 $0
Q4 2018 Feb 14, 2019	BUY	$167.99 - $210.7 $16,799 - $21,070	100 New	100 $18,000

Others Institutions Holding XLG

# of Institutions

493

Shares Held

113M

Call Options Held

53.1K

Put Options Held

11.4K

View Full List

About INVESCO EXCHANGE-TRADED FD TR

Ticker XLG
Sector ETFs
Industry ETFs

More about XLG

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Wealth Bridge Capital Management, LLC Invesco Exchange Traded Fd Tr Transaction History