Number of Shares
28,713.00
Current Holdings Value*
$5.93 Mil
% of Portfolio
1.86%
Total Estimate Gain
$1.76 Mil
% of Total Estimate Gain
21.73%

Buska Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Buska Wealth Management, LLC held 28,713.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.93 Mil. This investment constitutes 1.86% of their stock portfolio, and Buska Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2024Q1. And since then Buska Wealth Management, LLC has made 1 purchases of XLK, at an average price of $203.30, for a total of 39,832.00 shares. In addition, there have been 3 sales at an average price of $225.84 for 11,119.00 shares. Based on historical transaction data and XLK's current price of $255.85, Buska Wealth Management, LLC's estimated gain on his XLK holdings is $1.76 Mil, reflecting a 21.73% gain to date.

Buska Wealth Management, LLC XLK ($255.85) Holding Chart

Buska Wealth Management, LLC XLK ($255.85) 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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