Sculati Wealth Management, LLC XSLV Holdings History
Sculati Wealth Management, LLC's Invesco S&P SmallCap Low Volatility ETF Holding Summary
As of 2025-03-31, Sculati Wealth Management, LLC held 198,302.00 shares of Invesco S&P SmallCap Low Volatility ETF(XSLV), totaling $9.16 Mil. This investment constitutes 3.71% of their stock portfolio, and Sculati Wealth Management, LLC now holds 3.11% of the outstanding Invesco S&P SmallCap Low Volatility ETF(XSLV) stock.
The initial trade took place in 2020Q2. And since then Sculati Wealth Management, LLC has made 19 purchases of XSLV, at an average price of $42.89, for a total of 199,274.00 shares. In addition, there have been 1 sales at an average price of $40.72 for 972.00 shares. Based on historical transaction data and XSLV's current price of $46.27, Sculati Wealth Management, LLC's estimated gain on his XSLV holdings is $669,632.47, reflecting a 7.84% gain to date.
Sculati Wealth Management, LLC XSLV ($46.27) Holding Chart
Sculati Wealth Management, LLC XSLV ($46.27) 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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