Horst & Graben Wealth Management LLC XLG Holdings History
Horst & Graben Wealth Management LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Horst & Graben Wealth Management LLC held 116,236.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $5.35 Mil. This investment constitutes 0.96% of their stock portfolio, and Horst & Graben Wealth Management LLC now holds 0.07% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2025Q1. And since then Horst & Graben Wealth Management LLC has made 1 purchases of XLG, at an average price of $49.35, for a total of 116,236.00 shares. Based on historical transaction data and XLG's current price of $53.12, Horst & Graben Wealth Management LLC's estimated gain on his XLG holdings is $438,209.72, reflecting a 7.64% gain to date.
Horst & Graben Wealth Management LLC XLG ($53.12) Holding Chart
Horst & Graben 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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