Lake Hills Wealth Management, LLC XLV Holdings History
Lake Hills Wealth Management, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held 90,806.00 shares of Health Care Select Sector SPDR(XLV), totaling $12.24 Mil. This investment constitutes 7.01% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0.04% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2021Q4. And since then Lake Hills Wealth Management, LLC has made 7 purchases of XLV, at an average price of $135.04, for a total of 204,844.00 shares. In addition, there have been 5 sales at an average price of $136.76 for 114,038.00 shares. Based on historical transaction data and XLV's current price of $135.76, Lake Hills Wealth Management, LLC's estimated gain on his XLV holdings is $262,677.85, reflecting a 0.95% gain to date.
Lake Hills Wealth Management, LLC XLV ($135.76) Holding Chart
Lake Hills Wealth Management, LLC XLV ($135.76) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
