GUERRA PAN ADVISORS, LLC XLI Holdings History
Number of Shares
30,055.00
Current Holdings Value*
$3.94 Mil
% of Portfolio
3.09%
Total Estimate Gain
$1.10 Mil
% of Total Estimate Gain
31.83%
GUERRA PAN ADVISORS, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, GUERRA PAN ADVISORS, LLC held 30,055.00 shares of Industrial Select Sector SPDR(XLI), totaling $3.94 Mil. This investment constitutes 3.09% of their stock portfolio, and GUERRA PAN ADVISORS, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2023Q2. And since then GUERRA PAN ADVISORS, LLC has made 8 purchases of XLI, at an average price of $114.56, for a total of 30,055.00 shares. Based on historical transaction data and XLI's current price of $151.02, GUERRA PAN ADVISORS, LLC's estimated gain on his XLI holdings is $1.10 Mil, reflecting a 31.83% gain to date.
GUERRA PAN ADVISORS, LLC XLI ($151.02) Holding Chart
GUERRA PAN ADVISORS, LLC XLI ($151.02) 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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