Number of Shares
22,236.00
Current Holdings Value*
$1.91 Mil
% of Portfolio
1.4%
Total Estimate Gain
$141,797.80
% of Total Estimate Gain
5.61%

Future Financial Wealth Managment LLC's Materials Select Sector SPDR Holding Summary

As of 2025-03-31, Future Financial Wealth Managment LLC held 22,236.00 shares of Materials Select Sector SPDR(XLB), totaling $1.91 Mil. This investment constitutes 1.4% of their stock portfolio, and Future Financial Wealth Managment LLC now holds 0.04% of the outstanding Materials Select Sector SPDR(XLB) stock.

The initial trade took place in 2020Q4. And since then Future Financial Wealth Managment LLC has made 4 purchases of XLB, at an average price of $82.38, for a total of 30,680.00 shares. In addition, there have been 3 sales at an average price of $75.51 for 8,444.00 shares. Based on historical transaction data and XLB's current price of $91.37, Future Financial Wealth Managment LLC's estimated gain on his XLB holdings is $141,797.80, reflecting a 5.61% gain to date.

Future Financial Wealth Managment LLC XLB ($91.37) Holding Chart

Future Financial Wealth Managment LLC XLB ($91.37) 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