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 $257.83, AAFMAA Wealth Management & Trust LLC's estimated gain on his XLK holdings is $833,793.67, reflecting a 13.35% gain to date.
AAFMAA Wealth Management & Trust LLC XLK ($257.83) Holding Chart
AAFMAA Wealth Management & Trust LLC XLK ($257.83) 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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