Number of Shares
8,969.00
Current Holdings Value*
$1.31 Mil
% of Portfolio
0.59%
Total Estimate Gain
$-171,366.11
% of Total Estimate Gain
-4.19%

AAFMAA Wealth Management & Trust LLC's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, AAFMAA Wealth Management & Trust LLC held 8,969.00 shares of Health Care Select Sector SPDR(XLV), totaling $1.31 Mil. This investment constitutes 0.59% of their stock portfolio, and AAFMAA Wealth Management & Trust LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2024Q2. And since then AAFMAA Wealth Management & Trust LLC has made 3 purchases of XLV, at an average price of $148.31, for a total of 27,548.00 shares. In addition, there have been 1 sales at an average price of $145.27 for 18,579.00 shares. Based on historical transaction data and XLV's current price of $135.49, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLV holdings is $-171,366.11, reflecting a -4.19% gain to date.

AAFMAA Wealth Management & Trust LLC XLV ($135.49) Holding Chart

AAFMAA Wealth Management & Trust LLC XLV ($135.49) 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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