Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-194,706.96
% of Total Estimate Gain
-2.00%

Ball & Co Wealth Management Inc.'s Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, Ball & Co Wealth Management Inc. held - shares of Industrial Select Sector SPDR(XLI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Ball & Co Wealth Management Inc. now holds 0% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $135.13 for 70,546.00 shares. Based on historical transaction data and XLI's current price of $148.86, Ball & Co Wealth Management Inc.'s estimated gain on his XLI holdings is $-194,706.96, reflecting a -2.00% gain to date.

Ball & Co Wealth Management Inc. XLI ($148.86) Holding Chart

Ball & Co Wealth Management Inc. XLI ($148.86) 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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