Ackerman Asset Management, LLC XLG Holdings History
Number of Shares
77,779.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
3.24%
Total Estimate Gain
$293,226.83
% of Total Estimate Gain
7.64%
Ackerman Asset Management, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Ackerman Asset Management, LLC held 77,779.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $3.58 Mil. This investment constitutes 3.24% of their stock portfolio, and Ackerman Asset Management, LLC now holds 0.04% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and XLG's current price of $53.12, Ackerman Asset Management, LLC's estimated gain on his XLG holdings is $293,226.83, reflecting a 7.64% gain to date.
Ackerman Asset Management, LLC XLG ($53.12) Holding Chart
Ackerman Asset Management, LLC XLG ($53.12) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers