Ledge Wealth Management, Inc. XLF Holdings History
Ledge Wealth Management, Inc.'s Financial Select Sector SPDR Holding Summary
As of 2023-12-31, Ledge Wealth Management, Inc. held 298,195.00 shares of Financial Select Sector SPDR(XLF), totaling $11.21 Mil. This investment constitutes 4.36% of their stock portfolio, and Ledge Wealth Management, Inc. now holds 0.03% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2022Q1. And since then Ledge Wealth Management, Inc. has made 6 purchases of XLF, at an average price of $37.94, for a total of 304,745.00 shares. In addition, there have been 1 sales at an average price of $32.90 for 6,550.00 shares. Based on historical transaction data and XLF's current price of $52.54, Ledge Wealth Management, Inc.'s estimated gain on his XLF holdings is $4.32 Mil, reflecting a 37.36% gain to date.
Ledge Wealth Management, Inc. XLF ($52.54) Holding Chart
Ledge Wealth Management, Inc. XLF ($52.54) 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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