Retirement Group, LLC XLG Holdings History
Retirement Group, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2024-03-31, Retirement Group, LLC held 585,264.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $24.66 Mil. This investment constitutes 8.83% of their stock portfolio, and Retirement Group, LLC now holds -% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2019Q4. And since then Retirement Group, LLC has made 14 purchases of XLG, at an average price of $26.81, for a total of 909,254.00 shares. In addition, there have been 2 sales at an average price of $30.04 for 323,990.00 shares. Based on historical transaction data and XLG's current price of $50.97, Retirement Group, LLC's estimated gain on his XLG holdings is $15.19 Mil, reflecting a 62.32% gain to date.
Retirement Group, LLC XLG ($50.97) Holding Chart
Retirement Group, LLC XLG ($50.97) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
