Elk River Wealth Management, LLC XLV Holdings History
Elk River Wealth Management, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Elk River Wealth Management, LLC held 34,663.00 shares of Health Care Select Sector SPDR(XLV), totaling $4.67 Mil. This investment constitutes 0.8% of their stock portfolio, and Elk River Wealth Management, LLC now holds 0.01% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2020Q4. And since then Elk River Wealth Management, LLC has made 4 purchases of XLV, at an average price of $130.65, for a total of 37,654.00 shares. In addition, there have been 5 sales at an average price of $129.84 for 2,991.00 shares. Based on historical transaction data and XLV's current price of $131.84, Elk River Wealth Management, LLC's estimated gain on his XLV holdings is $38,803.81, reflecting a 0.79% gain to date.
Elk River Wealth Management, LLC XLV ($131.84) Holding Chart
Elk River Wealth Management, LLC XLV ($131.84) 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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