Sculati Wealth Management, LLC XMLV Holdings History
Sculati Wealth Management, LLC's Invesco S&P MidCap Low Volatility ETF Holding Summary
As of 2025-03-31, Sculati Wealth Management, LLC held 142,358.00 shares of Invesco S&P MidCap Low Volatility ETF(XMLV), totaling $8.79 Mil. This investment constitutes 3.56% of their stock portfolio, and Sculati Wealth Management, LLC now holds 1.07% of the outstanding Invesco S&P MidCap Low Volatility ETF(XMLV) stock.
The initial trade took place in 2020Q2. And since then Sculati Wealth Management, LLC has made 20 purchases of XMLV, at an average price of $55.69, for a total of 142,358.00 shares. Based on historical transaction data and XMLV's current price of $62.05, Sculati Wealth Management, LLC's estimated gain on his XMLV holdings is $906,031.66, reflecting a 11.43% gain to date.
Sculati Wealth Management, LLC XMLV ($62.05) Holding Chart
Sculati Wealth Management, LLC XMLV ($62.05) 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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