Number of Shares
103,956.00
Current Holdings Value*
$4.78 Mil
% of Portfolio
0.71%
Total Estimate Gain
$348,252.60
% of Total Estimate Gain
6.79%

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 $52.70, One Wealth Advisors, LLC's estimated gain on his XLG holdings is $348,252.60, reflecting a 6.79% gain to date.

One Wealth Advisors, LLC XLG ($52.70) Holding Chart

One Wealth Advisors, LLC XLG ($52.70) 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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