Evolution Wealth Advisors, LLC XLF Holdings History
Evolution Wealth Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 607,251.00 shares of Financial Select Sector SPDR(XLF), totaling $30.25 Mil. This investment constitutes 5.05% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.06% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 15 purchases of XLF, at an average price of $30.65, for a total of 1.42 Mil shares. In addition, there have been 9 sales at an average price of $30.02 for 808,641.00 shares. Based on historical transaction data and XLF's current price of $52.50, Evolution Wealth Advisors, LLC's estimated gain on his XLF holdings is $12.75 Mil, reflecting a 29.39% gain to date.
Evolution Wealth Advisors, LLC XLF ($52.50) Holding Chart
Evolution Wealth Advisors, LLC XLF ($52.50) 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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