Insight Wealth Strategies, LLC XLF Holdings History
Insight Wealth Strategies, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, Insight Wealth Strategies, LLC held 9,370.00 shares of Financial Select Sector SPDR(XLF), totaling $493,420.00. This investment constitutes 0.06% of their stock portfolio, and Insight Wealth Strategies, LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q2. And since then Insight Wealth Strategies, LLC has made 2 purchases of XLF, at an average price of $41.19, for a total of 213,333.00 shares. In addition, there have been 3 sales at an average price of $49.56 for 203,963.00 shares. Based on historical transaction data and XLF's current price of $52.50, Insight Wealth Strategies, LLC's estimated gain on his XLF holdings is $1.81 Mil, reflecting a 20.63% gain to date.
Insight Wealth Strategies, LLC XLF ($52.50) Holding Chart
Insight Wealth Strategies, LLC XLF ($52.50) 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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