AAFMAA Wealth Management & Trust LLC XLI Holdings History
AAFMAA Wealth Management & Trust LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 18,730.00 shares of Industrial Select Sector SPDR(XLI), totaling $2.45 Mil. This investment constitutes 1.11% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.01% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 3 purchases of XLI, at an average price of $125.86, for a total of 40,511.00 shares. In addition, there have been 1 sales at an average price of $135.13 for 21,781.00 shares. Based on historical transaction data and XLI's current price of $148.86, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLI holdings is $632,595.05, reflecting a 12.41% gain to date.
AAFMAA Wealth Management & Trust LLC XLI ($148.86) Holding Chart
AAFMAA Wealth Management & Trust LLC XLI ($148.86) 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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