One Wealth Advisors, LLC XLG Holdings History
One Wealth Advisors, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 103,956.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $4.78 Mil. This investment constitutes 0.71% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.06% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2025Q1. And since then One Wealth Advisors, LLC has made 1 purchases of XLG, at an average price of $49.35, for a total of 103,956.00 shares. Based on historical transaction data and XLG's current price of $52.62, One Wealth Advisors, LLC's estimated gain on his XLG holdings is $339,936.12, reflecting a 6.63% gain to date.
One Wealth Advisors, LLC XLG ($52.62) Holding Chart
One Wealth Advisors, LLC XLG ($52.62) 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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