Evolution Wealth Advisors, LLC XLK Holdings History
Evolution Wealth Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 254,796.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $52.61 Mil. This investment constitutes 8.78% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.08% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 13 purchases of XLK, at an average price of $99.85, for a total of 559,454.00 shares. In addition, there have been 11 sales at an average price of $126.15 for 304,658.00 shares. Based on historical transaction data and XLK's current price of $260.71, Evolution Wealth Advisors, LLC's estimated gain on his XLK holdings is $49.00 Mil, reflecting a 87.71% gain to date.
Evolution Wealth Advisors, LLC XLK ($260.71) Holding Chart
Evolution Wealth Advisors, LLC XLK ($260.71) 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
