Principle Wealth Partners LLC XLG Holdings History
Principle Wealth Partners LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Principle Wealth Partners LLC held 1.45 Mil shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $66.72 Mil. This investment constitutes 4.77% of their stock portfolio, and Principle Wealth Partners LLC now holds 0.81% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2023Q3. And since then Principle Wealth Partners LLC has made 7 purchases of XLG, at an average price of $42.57, for a total of 1.45 Mil shares. Based on historical transaction data and XLG's current price of $53.12, Principle Wealth Partners LLC's estimated gain on his XLG holdings is $15.30 Mil, reflecting a 24.79% gain to date.
Principle Wealth Partners LLC XLG ($53.12) Holding Chart
Principle 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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