Number of Shares
31,796.00
Current Holdings Value*
$2.58 Mil
% of Portfolio
2.01%
Total Estimate Gain
$-281,813.85
% of Total Estimate Gain
-8.90%

Arcadia Wealth Management, Inc.'s SPDR Biotech ETF Holding Summary

As of 2025-03-31, Arcadia Wealth Management, Inc. held 31,796.00 shares of SPDR Biotech ETF(XBI), totaling $2.58 Mil. This investment constitutes 2.01% of their stock portfolio, and Arcadia Wealth Management, Inc. now holds 0.05% of the outstanding SPDR Biotech ETF(XBI) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $89.38 for 905.00 shares. Based on historical transaction data and XBI's current price of $88.22, Arcadia Wealth Management, Inc.'s estimated gain on his XBI holdings is $-281,813.85, reflecting a -8.90% gain to date.

Arcadia Wealth Management, Inc. XBI ($88.22) Holding Chart

Arcadia Wealth Management, Inc. XBI ($88.22) 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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