FSC Wealth Advisors, LLC XLP Holdings History
FSC Wealth Advisors, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2025-03-31, FSC Wealth Advisors, LLC held 77,681.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $6.34 Mil. This investment constitutes 4.16% of their stock portfolio, and FSC Wealth Advisors, LLC now holds 0.04% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2022Q4. And since then FSC Wealth Advisors, LLC has made 3 purchases of XLP, at an average price of $72.29, for a total of 156,695.00 shares. In addition, there have been 3 sales at an average price of $74.16 for 79,014.00 shares. Based on historical transaction data and XLP's current price of $81.56, FSC Wealth Advisors, LLC's estimated gain on his XLP holdings is $868,627.86, reflecting a 7.67% gain to date.
FSC Wealth Advisors, LLC XLP ($81.56) Holding Chart
FSC Wealth Advisors, LLC XLP ($81.56) 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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