Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$78,740.74
% of Total Estimate Gain
10.94%

Legacy Wealth Management, Inc's Financial Select Sector SPDR Holding Summary

As of 2025-06-30, Legacy Wealth Management, Inc held - shares of Financial Select Sector SPDR(XLF), totaling N/A. This investment constitutes 0% of their stock portfolio, and Legacy Wealth Management, Inc now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2024Q3. And since then Legacy Wealth Management, Inc has made 2 purchases of XLF, at an average price of $44.63, for a total of 16,125.00 shares. In addition, there have been 2 sales at an average price of $49.51 for 16,125.00 shares. Based on historical transaction data and XLF's current price of $53.10, Legacy Wealth Management, Inc's estimated gain on his XLF holdings is $78,740.74, reflecting a 10.94% gain to date.

Legacy Wealth Management, Inc XLF ($53.10) Holding Chart

Legacy Wealth Management, Inc XLF ($53.10) 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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