Number of Shares
331,086.00
Current Holdings Value*
$15.24 Mil
% of Portfolio
1.36%
Total Estimate Gain
$1.25 Mil
% of Total Estimate Gain
7.64%

Austin Private Wealth, LLC's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-03-31, Austin Private Wealth, LLC held 331,086.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $15.24 Mil. This investment constitutes 1.36% of their stock portfolio, and Austin Private Wealth, LLC now holds 0.19% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2025Q1. And since then Austin Private Wealth, LLC has made 1 purchases of XLG, at an average price of $49.35, for a total of 331,086.00 shares. Based on historical transaction data and XLG's current price of $53.12, Austin Private Wealth, LLC's estimated gain on his XLG holdings is $1.25 Mil, reflecting a 7.64% gain to date.

Austin Private Wealth, LLC XLG ($53.12) Holding Chart

Austin Private Wealth, 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 %

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