Cedar Wealth Management, LLC XLG Holdings History
Cedar Wealth Management, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Cedar Wealth Management, LLC held 466,305.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $21.46 Mil. This investment constitutes 7.63% of their stock portfolio, and Cedar Wealth Management, LLC now holds 0.26% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2020Q2. And since then Cedar Wealth Management, LLC has made 18 purchases of XLG, at an average price of $37.77, for a total of 496,125.00 shares. In addition, there have been 1 sales at an average price of $29.33 for 29,820.00 shares. Based on historical transaction data and XLG's current price of $53.12, Cedar Wealth Management, LLC's estimated gain on his XLG holdings is $6.91 Mil, reflecting a 36.85% gain to date.
Cedar Wealth Management, LLC XLG ($53.12) Holding Chart
Cedar Wealth 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 % | |||
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