PRECEDENT WEALTH PARTNERS, LLC XLG Holdings History
PRECEDENT WEALTH PARTNERS, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, PRECEDENT WEALTH PARTNERS, LLC held 221,824.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $10.21 Mil. This investment constitutes 2.83% of their stock portfolio, and PRECEDENT WEALTH PARTNERS, LLC now holds 0.13% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2023Q4. And since then PRECEDENT WEALTH PARTNERS, LLC has made 5 purchases of XLG, at an average price of $41.97, for a total of 221,824.00 shares. Based on historical transaction data and XLG's current price of $53.12, PRECEDENT WEALTH PARTNERS, LLC's estimated gain on his XLG holdings is $2.47 Mil, reflecting a 26.57% gain to date.
PRECEDENT WEALTH PARTNERS, LLC XLG ($53.12) Holding Chart
PRECEDENT WEALTH PARTNERS, 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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