Stonebrook Private Inc. XLG Holdings History
Number of Shares
98,842.00
Current Holdings Value*
$4.55 Mil
% of Portfolio
1.18%
Total Estimate Gain
$367,692.24
% of Total Estimate Gain
7.54%
Stonebrook Private Inc.'s Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Stonebrook Private Inc. held 98,842.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $4.55 Mil. This investment constitutes 1.18% of their stock portfolio, and Stonebrook Private Inc. now holds 0.06% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2025Q1. And since then Stonebrook Private Inc. has made 1 purchases of XLG, at an average price of $49.35, for a total of 98,842.00 shares. Based on historical transaction data and XLG's current price of $53.07, Stonebrook Private Inc.'s estimated gain on his XLG holdings is $367,692.24, reflecting a 7.54% gain to date.
Stonebrook Private Inc. XLG ($53.07) Holding Chart
Stonebrook Private Inc. XLG ($53.07) 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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