Benchmark Financial Wealth Advisors, LLC XLF Holdings History
Benchmark Financial Wealth Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Benchmark Financial Wealth Advisors, LLC held 154,947.00 shares of Financial Select Sector SPDR(XLF), totaling $7.72 Mil. This investment constitutes 2.91% of their stock portfolio, and Benchmark Financial Wealth Advisors, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. And since then Benchmark Financial Wealth Advisors, LLC has made 2 purchases of XLF, at an average price of $49.97, for a total of 154,947.00 shares. Based on historical transaction data and XLF's current price of $52.51, Benchmark Financial Wealth Advisors, LLC's estimated gain on his XLF holdings is $393,297.45, reflecting a 5.08% gain to date.
Benchmark Financial Wealth Advisors, LLC XLF ($52.51) Holding Chart
Benchmark Financial Wealth Advisors, LLC XLF ($52.51) 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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