IMZ Advisory Inc XLK Holdings History

Number of Shares
242,096.00
Current Holdings Value*
$49.99 Mil
% of Portfolio
22.67%
Total Estimate Gain
$17.87 Mil
% of Total Estimate Gain
39.43%

IMZ Advisory Inc's Technology Select Sector SPDR ETF Holding Summary

As of 2025-03-31, IMZ Advisory Inc held 242,096.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $49.99 Mil. This investment constitutes 22.67% of their stock portfolio, and IMZ Advisory Inc now holds 0.08% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then IMZ Advisory Inc has made 5 purchases of XLK, at an average price of $187.24, for a total of 242,096.00 shares. Based on historical transaction data and XLK's current price of $261.06, IMZ Advisory Inc's estimated gain on his XLK holdings is $17.87 Mil, reflecting a 39.43% gain to date.

IMZ Advisory Inc XLK ($261.06) Holding Chart

IMZ Advisory Inc XLK ($261.06) 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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