Evolution Wealth Advisors, LLC XLV Holdings History
Evolution Wealth Advisors, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 125,990.00 shares of Health Care Select Sector SPDR(XLV), totaling $18.40 Mil. This investment constitutes 3.07% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.05% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2018Q4. And since then Evolution Wealth Advisors, LLC has made 15 purchases of XLV, at an average price of $109.57, for a total of 354,786.00 shares. In addition, there have been 9 sales at an average price of $119.29 for 228,796.00 shares. Based on historical transaction data and XLV's current price of $131.84, Evolution Wealth Advisors, LLC's estimated gain on his XLV holdings is $5.03 Mil, reflecting a 12.94% gain to date.
Evolution Wealth Advisors, LLC XLV ($131.84) Holding Chart
Evolution Wealth Advisors, 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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