EAGLE WEALTH STRATEGIES LLC XLV Holdings History
EAGLE WEALTH STRATEGIES LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, EAGLE WEALTH STRATEGIES LLC held 65,968.00 shares of Health Care Select Sector SPDR(XLV), totaling $8.89 Mil. This investment constitutes 4.97% of their stock portfolio, and EAGLE WEALTH STRATEGIES LLC now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q4. And since then EAGLE WEALTH STRATEGIES LLC has made 5 purchases of XLV, at an average price of $131.51, for a total of 66,581.00 shares. In addition, there have been 1 sales at an average price of $143.46 for 613.00 shares. Based on historical transaction data and XLV's current price of $135.93, EAGLE WEALTH STRATEGIES LLC's estimated gain on his XLV holdings is $298,817.67, reflecting a 3.41% gain to date.
EAGLE WEALTH STRATEGIES LLC XLV ($135.93) Holding Chart
EAGLE WEALTH STRATEGIES LLC XLV ($135.93) 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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