Copia Wealth Management XLG Holdings History
Copia Wealth Management's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Copia Wealth Management held 65,917.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $3.03 Mil. This investment constitutes 2.81% of their stock portfolio, and Copia Wealth Management now holds 0.04% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $49.35 for 434.00 shares. Based on historical transaction data and XLG's current price of $52.61, Copia Wealth Management's estimated gain on his XLG holdings is $220,197.50, reflecting a 6.74% gain to date.
Copia Wealth Management XLG ($52.61) Holding Chart
Copia Wealth Management 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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