CAPSTONE WEALTH MANAGEMENT GROUP, LLC XLG Holdings History
CAPSTONE WEALTH MANAGEMENT GROUP, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, CAPSTONE WEALTH MANAGEMENT GROUP, LLC held - shares of Invesco S&P 500 Top 50 ETF(XLG), totaling N/A. This investment constitutes 0% of their stock portfolio, and CAPSTONE WEALTH MANAGEMENT GROUP, LLC now holds 0% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q1. And since then CAPSTONE WEALTH MANAGEMENT GROUP, LLC has made 4 purchases of XLG, at an average price of $42.70, for a total of 111,657.00 shares. In addition, there have been 1 sales at an average price of $49.35 for 111,657.00 shares. Based on historical transaction data and XLG's current price of $52.61, CAPSTONE WEALTH MANAGEMENT GROUP, LLC's estimated gain on his XLG holdings is $742,294.08, reflecting a 15.57% gain to date.
CAPSTONE WEALTH MANAGEMENT GROUP, LLC XLG ($52.61) Holding Chart
CAPSTONE WEALTH MANAGEMENT GROUP, LLC XLG ($52.61) 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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