AAFMAA Wealth Management & Trust LLC XLF Holdings History
AAFMAA Wealth Management & Trust LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 94,217.00 shares of Financial Select Sector SPDR(XLF), totaling $4.69 Mil. This investment constitutes 2.13% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 4 purchases of XLF, at an average price of $48.77, for a total of 94,217.00 shares. Based on historical transaction data and XLF's current price of $52.71, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLF holdings is $371,254.19, reflecting a 8.08% gain to date.
AAFMAA Wealth Management & Trust LLC XLF ($52.71) Holding Chart
AAFMAA Wealth Management & Trust LLC XLF ($52.71) 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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