Legacy Wealth Management, Inc XLF Holdings History
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 $53.07, 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 ($53.07) Holding Chart
Legacy Wealth Management, Inc XLF ($53.07) 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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