Bogart Wealth, LLC XLG Holdings History
Bogart Wealth, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Bogart Wealth, LLC held 1.04 Mil shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $48.05 Mil. This investment constitutes 2.27% of their stock portfolio, and Bogart Wealth, LLC now holds 0.59% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2021Q1. And since then Bogart Wealth, LLC has made 14 purchases of XLG, at an average price of $49.06, for a total of 1.05 Mil shares. In addition, there have been 3 sales at an average price of $29.51 for 9,935.00 shares. Based on historical transaction data and XLG's current price of $53.07, Bogart Wealth, LLC's estimated gain on his XLG holdings is $3.99 Mil, reflecting a 7.72% gain to date.
Bogart Wealth, LLC XLG ($53.07) Holding Chart
Bogart Wealth, LLC XLG ($53.07) 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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