Institute For Wealth Management, LLC. XLG Holdings History
Institute for Wealth Management, LLC.'s Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-06-30, Institute for Wealth Management, LLC. held 54,910.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $2.86 Mil. This investment constitutes 0.32% of their stock portfolio, and Institute for Wealth Management, LLC. now holds 0.03% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2017Q3. And since then Institute for Wealth Management, LLC. has made 11 purchases of XLG, at an average price of $26.43, for a total of 91,735.00 shares. In addition, there have been 13 sales at an average price of $40.46 for 36,825.00 shares. Based on historical transaction data and XLG's current price of $53.13, Institute for Wealth Management, LLC.'s estimated gain on his XLG holdings is $1.98 Mil, reflecting a 81.76% gain to date.
Institute for Wealth Management, LLC. XLG ($53.13) Holding Chart
Institute for Wealth Management, LLC. XLG ($53.13) 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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