ACT WEALTH MANAGEMENT, LLC XLF Holdings History
ACT WEALTH MANAGEMENT, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, ACT WEALTH MANAGEMENT, LLC held 147,703.00 shares of Financial Select Sector SPDR(XLF), totaling $7.74 Mil. This investment constitutes 3.27% of their stock portfolio, and ACT WEALTH MANAGEMENT, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2022Q1. And since then ACT WEALTH MANAGEMENT, LLC has made 8 purchases of XLF, at an average price of $37.41, for a total of 171,406.00 shares. In addition, there have been 6 sales at an average price of $45.58 for 23,703.00 shares. Based on historical transaction data and XLF's current price of $52.16, ACT WEALTH MANAGEMENT, LLC's estimated gain on his XLF holdings is $2.37 Mil, reflecting a 37.01% gain to date.
ACT WEALTH MANAGEMENT, LLC XLF ($52.16) Holding Chart
ACT WEALTH MANAGEMENT, LLC XLF ($52.16) 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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