Fiduciary Planning LLC XLK Holdings History
Fiduciary Planning LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Fiduciary Planning LLC held 55,807.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $11.52 Mil. This investment constitutes 3.8% of their stock portfolio, and Fiduciary Planning LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q3. And since then Fiduciary Planning LLC has made 7 purchases of XLK, at an average price of $186.12, for a total of 55,807.00 shares. Based on historical transaction data and XLK's current price of $261.39, Fiduciary Planning LLC's estimated gain on his XLK holdings is $4.20 Mil, reflecting a 40.44% gain to date.
Fiduciary Planning LLC XLK ($261.39) Holding Chart
Fiduciary Planning LLC XLK ($261.39) 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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