ARS Wealth Advisors Group, LLC XLK Holdings History
ARS Wealth Advisors Group, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, ARS Wealth Advisors Group, LLC held 114,863.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $23.72 Mil. This investment constitutes 3.35% of their stock portfolio, and ARS Wealth Advisors Group, LLC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q3. And since then ARS Wealth Advisors Group, LLC has made 3 purchases of XLK, at an average price of $156.59, for a total of 145,424.00 shares. In addition, there have been 11 sales at an average price of $155.22 for 30,561.00 shares. Based on historical transaction data and XLK's current price of $257.83, ARS Wealth Advisors Group, LLC's estimated gain on his XLK holdings is $11.59 Mil, reflecting a 50.88% gain to date.
ARS Wealth Advisors Group, LLC XLK ($257.83) Holding Chart
ARS Wealth Advisors Group, 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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