Number of Shares
65,279.00
Current Holdings Value*
$3.40 Mil
% of Portfolio
2.58%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
38.22%

Laraway Financial Advisors Inc's Invesco S&P 500 Top 50 ETF Holding Summary

As of 2025-06-30, Laraway Financial Advisors Inc held 65,279.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $3.40 Mil. This investment constitutes 2.58% of their stock portfolio, and Laraway Financial Advisors Inc now holds 0.04% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.

The initial trade took place in 2021Q4. And since then Laraway Financial Advisors Inc has made 7 purchases of XLG, at an average price of $37.36, for a total of 70,850.00 shares. In addition, there have been 7 sales at an average price of $30.01 for 5,571.00 shares. Based on historical transaction data and XLG's current price of $53.48, Laraway Financial Advisors Inc's estimated gain on his XLG holdings is $1.01 Mil, reflecting a 38.22% gain to date.

Laraway Financial Advisors Inc XLG ($53.48) Holding Chart

Laraway Financial Advisors Inc XLG ($53.48) 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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