Vertex Planning Partners, LLC XLG Holdings History
Vertex Planning Partners, LLC's Invesco S&P 500 Top 50 ETF Holding Summary
As of 2025-03-31, Vertex Planning Partners, LLC held 54,359.00 shares of Invesco S&P 500 Top 50 ETF(XLG), totaling $2.50 Mil. This investment constitutes 0.55% of their stock portfolio, and Vertex Planning Partners, LLC now holds 0.03% of the outstanding Invesco S&P 500 Top 50 ETF(XLG) stock.
The initial trade took place in 2023Q4. And since then Vertex Planning Partners, LLC has made 2 purchases of XLG, at an average price of $44.60, for a total of 83,319.00 shares. In addition, there have been 1 sales at an average price of $40.22 for 28,960.00 shares. Based on historical transaction data and XLG's current price of $53.45, Vertex Planning Partners, LLC's estimated gain on his XLG holdings is $354,060.70, reflecting a 9.53% gain to date.
Vertex Planning Partners, LLC XLG ($53.45) Holding Chart
Vertex Planning Partners, LLC XLG ($53.45) 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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