Curtis Advisory Group, LLC XLG Holdings History
Curtis Advisory Group, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 31,805.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $1.46 Mil. This investment constitutes 0.43% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.02% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2025Q1. And since then Curtis Advisory Group, LLC has made 1 purchases of XLG, at an average price of $49.35, for a total of 31,805.00 shares. Based on historical transaction data and XLG's current price of $53.12, Curtis Advisory Group, LLC's estimated gain on his XLG holdings is $119,904.85, reflecting a 7.64% gain to date.
Curtis Advisory Group, LLC XLG ($53.12) Holding Chart
Curtis Advisory Group, 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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