CONTINUUM WEALTH ADVISORS, LLC XLF Holdings History
CONTINUUM WEALTH ADVISORS, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, CONTINUUM WEALTH ADVISORS, LLC held 97,001.00 shares of Financial Select Sector SPDR(XLF), totaling $4.83 Mil. This investment constitutes 2.48% of their stock portfolio, and CONTINUUM WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q1. And since then CONTINUUM WEALTH ADVISORS, LLC has made 2 purchases of XLF, at an average price of $44.18, for a total of 220,314.00 shares. In addition, there have been 1 sales at an average price of $41.15 for 123,313.00 shares. Based on historical transaction data and XLF's current price of $52.68, CONTINUUM WEALTH ADVISORS, LLC's estimated gain on his XLF holdings is $450,375.23, reflecting a 4.63% gain to date.
CONTINUUM WEALTH ADVISORS, LLC XLF ($52.68) Holding Chart
CONTINUUM WEALTH ADVISORS, LLC XLF ($52.68) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
