Sanford Advisory Services, LLC XMLV Holdings History
Sanford Advisory Services, LLC's Invesco S&P MidCap Low Volatility ETF Holding Summary
As of 2022-12-31, Sanford Advisory Services, LLC held 198,244.00 shares of Invesco S&P MidCap Low Volatility ETF(XMLV), totaling $10.61 Mil. This investment constitutes 2.53% of their stock portfolio, and Sanford Advisory Services, LLC now holds 0.95% of the outstanding Invesco S&P MidCap Low Volatility ETF(XMLV) stock.
The initial trade took place in 2020Q4. In addition, there have been 8 sales at an average price of $51.03 for 67,675.00 shares. Based on historical transaction data and XMLV's current price of $61.38, Sanford Advisory Services, LLC's estimated gain on his XMLV holdings is $3.86 Mil, reflecting a 32.87% gain to date.
Sanford Advisory Services, LLC XMLV ($61.38) Holding Chart
Sanford Advisory Services, LLC XMLV ($61.38) 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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