Number of Shares
17,327.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
1.62%
Total Estimate Gain
$833,793.67
% of Total Estimate Gain
13.35%

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 %

Top Ranked Articles

  • 1