Core Wealth Advisors, Inc. XLG Holdings History
Core Wealth Advisors, Inc.'s Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Core Wealth Advisors, Inc. held 376,472.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $17.33 Mil. This investment constitutes 5.51% of their stock portfolio, and Core Wealth Advisors, Inc. now holds 0.21% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q2. And since then Core Wealth Advisors, Inc. has made 3 purchases of XLG, at an average price of $42.98, for a total of 386,588.00 shares. In addition, there have been 1 sales at an average price of $49.35 for 10,116.00 shares. Based on historical transaction data and XLG's current price of $52.62, Core Wealth Advisors, Inc.'s estimated gain on his XLG holdings is $3.69 Mil, reflecting a 22.22% gain to date.
Core Wealth Advisors, Inc. XLG ($52.62) Holding Chart
Core Wealth Advisors, Inc. XLG ($52.62) 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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