Summit Financial Consulting LLC XLG Holdings History
Summit Financial Consulting LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-06-30, Summit Financial Consulting LLC held 45,348.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $2.36 Mil. This investment constitutes 2.12% of their stock portfolio, and Summit Financial Consulting LLC now holds 0.02% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2025Q1. And since then Summit Financial Consulting LLC has made 1 purchases of XLG, at an average price of $49.18, for a total of 45,348.00 shares. Based on historical transaction data and XLG's current price of $53.07, Summit Financial Consulting LLC's estimated gain on his XLG holdings is $176,426.88, reflecting a 7.91% gain to date.
Summit Financial Consulting LLC XLG ($53.07) Holding Chart
Summit Financial Consulting LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
