LWM Advisory Services, LLC XLG Holdings History
LWM Advisory Services, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, LWM Advisory Services, LLC held 41,964.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $1.93 Mil. This investment constitutes 1.34% of their stock portfolio, and LWM Advisory Services, LLC now holds 0.02% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2023Q4. And since then LWM Advisory Services, LLC has made 4 purchases of XLG, at an average price of $39.14, for a total of 64,720.00 shares. In addition, there have been 2 sales at an average price of $49.24 for 22,756.00 shares. Based on historical transaction data and XLG's current price of $53.12, LWM Advisory Services, LLC's estimated gain on his XLG holdings is $816,483.03, reflecting a 32.23% gain to date.
LWM Advisory Services, LLC XLG ($53.12) Holding Chart
LWM Advisory Services, 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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