MEANS INVESTMENT CO., INC. XLG Holdings History
MEANS INVESTMENT CO., INC.'s Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, MEANS INVESTMENT CO., INC. held 1.27 Mil shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $58.34 Mil. This investment constitutes 6.2% of their stock portfolio, and MEANS INVESTMENT CO., INC. now holds 0.73% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q4. And since then MEANS INVESTMENT CO., INC. has made 2 purchases of XLG, at an average price of $49.34, for a total of 1.27 Mil shares. Based on historical transaction data and XLG's current price of $53.41, MEANS INVESTMENT CO., INC.'s estimated gain on his XLG holdings is $5.16 Mil, reflecting a 8.24% gain to date.
MEANS INVESTMENT CO., INC. XLG ($53.41) Holding Chart
MEANS INVESTMENT CO., INC. XLG ($53.41) 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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