AAFMAA Wealth Management & Trust LLC XLK Holdings History
AAFMAA Wealth Management & Trust LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 17,327.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.58 Mil. This investment constitutes 1.62% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 3 purchases of XLK, at an average price of $216.51, for a total of 28,848.00 shares. In addition, there have been 1 sales at an average price of $226.74 for 11,521.00 shares. Based on historical transaction data and XLK's current price of $258.34, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLK holdings is $842,630.44, reflecting a 13.49% gain to date.
AAFMAA Wealth Management & Trust LLC XLK ($258.34) Holding Chart
AAFMAA Wealth Management & Trust LLC XLK ($258.34) 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
