QUATTRO FINANCIAL ADVISORS LLC XLG Holdings History
QUATTRO FINANCIAL ADVISORS LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-06-30, QUATTRO FINANCIAL ADVISORS LLC held 479,979.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $25.01 Mil. This investment constitutes 8.81% of their stock portfolio, and QUATTRO FINANCIAL ADVISORS LLC now holds 0.26% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2024Q1. And since then QUATTRO FINANCIAL ADVISORS LLC has made 3 purchases of XLG, at an average price of $41.26, for a total of 539,641.00 shares. In addition, there have been 2 sales at an average price of $47.34 for 59,662.00 shares. Based on historical transaction data and XLG's current price of $53.62, QUATTRO FINANCIAL ADVISORS LLC's estimated gain on his XLG holdings is $6.29 Mil, reflecting a 28.27% gain to date.
QUATTRO FINANCIAL ADVISORS LLC XLG ($53.62) Holding Chart
QUATTRO FINANCIAL ADVISORS LLC XLG ($53.62) 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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