Delos Wealth Advisors, LLC XLV Holdings History
Delos Wealth Advisors, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Delos Wealth Advisors, LLC held 31,355.00 shares of Health Care Select Sector SPDR(XLV), totaling $4.58 Mil. This investment constitutes 3.62% of their stock portfolio, and Delos Wealth Advisors, LLC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2021Q2. And since then Delos Wealth Advisors, LLC has made 10 purchases of XLV, at an average price of $133.48, for a total of 41,421.00 shares. In addition, there have been 5 sales at an average price of $133.59 for 10,066.00 shares. Based on historical transaction data and XLV's current price of $131.09, Delos Wealth Advisors, LLC's estimated gain on his XLV holdings is $-73,654.22, reflecting a -1.33% gain to date.
Delos Wealth Advisors, LLC XLV ($131.09) Holding Chart
Delos Wealth Advisors, LLC XLV ($131.09) 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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