Founders Financial Alliance, LLC XLE Holdings History
Founders Financial Alliance, LLC's The Energy Select Sector SPDR Fund Holding Summary
As of 2025-03-31, Founders Financial Alliance, LLC held 71,297.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $6.66 Mil. This investment constitutes 1.61% of their stock portfolio, and Founders Financial Alliance, LLC now holds 0.02% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.
The initial trade took place in 2020Q3. And since then Founders Financial Alliance, LLC has made 12 purchases of XLE, at an average price of $72.71, for a total of 88,792.00 shares. In addition, there have been 6 sales at an average price of $88.98 for 17,495.00 shares. Based on historical transaction data and XLE's current price of $85.96, Founders Financial Alliance, LLC's estimated gain on his XLE holdings is $1.23 Mil, reflecting a 19.04% gain to date.
Founders Financial Alliance, LLC XLE ($85.96) Holding Chart
Founders Financial Alliance, LLC XLE ($85.96) 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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