JSF Financial, LLC XLG Holdings History
JSF Financial, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, JSF Financial, LLC held 162,054.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $7.46 Mil. This investment constitutes 1.97% of their stock portfolio, and JSF Financial, LLC now holds 0.09% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q2. And since then JSF Financial, LLC has made 3 purchases of XLG, at an average price of $43.15, for a total of 277,942.00 shares. In addition, there have been 1 sales at an average price of $49.35 for 115,888.00 shares. Based on historical transaction data and XLG's current price of $50.97, JSF Financial, LLC's estimated gain on his XLG holdings is $1.98 Mil, reflecting a 16.55% gain to date.
JSF Financial, LLC XLG ($50.97) Holding Chart
JSF Financial, LLC XLG ($50.97) 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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