Altus Wealth Group LLC XLK Holdings History
Altus Wealth Group LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Altus Wealth Group LLC held 6,256.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $1.29 Mil. This investment constitutes 0.6% of their stock portfolio, and Altus Wealth Group LLC now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2020Q4. And since then Altus Wealth Group LLC has made 5 purchases of XLK, at an average price of $126.84, for a total of 48,528.00 shares. In addition, there have been 10 sales at an average price of $217.01 for 42,272.00 shares. Based on historical transaction data and XLK's current price of $260.29, Altus Wealth Group LLC's estimated gain on his XLK holdings is $4.65 Mil, reflecting a 75.49% gain to date.
Altus Wealth Group LLC XLK ($260.29) Holding Chart
Altus Wealth Group LLC XLK ($260.29) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
