CONTINUUM WEALTH ADVISORS, LLC XLC Holdings History
CONTINUUM WEALTH ADVISORS, LLC's Communication Services Select Sector SPDR Fund Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 72,927.00 shares of Communication Services Select Sector SPDR Fund(XLC), totaling $7.03 Mil. This investment constitutes 3.61% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.03% of the outstanding Communication Services Select Sector SPDR Fund(XLC) stock.
The initial trade took place in 2023Q4. And since then CONTINUUM WEALTH ADVISORS, LLC has made 5 purchases of XLC, at an average price of $73.31, for a total of 84,453.00 shares. In addition, there have been 1 sales at an average price of $85.98 for 11,526.00 shares. Based on historical transaction data and XLC's current price of $107.61, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his XLC holdings is $2.65 Mil, reflecting a 42.75% gain to date.
CONTINUUM WEALTH ADVISORS, LLC XLC ($107.61) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC XLC ($107.61) 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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