Long Run Wealth Advisors, LLC XLF Holdings History
Long Run Wealth Advisors, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 236,953.00 shares of Financial Select Sector SPDR(XLF), totaling $11.80 Mil. This investment constitutes 2.68% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 9 purchases of XLF, at an average price of $39.62, for a total of 307,219.00 shares. In addition, there have been 5 sales at an average price of $37.24 for 70,266.00 shares. Based on historical transaction data and XLF's current price of $52.54, Long Run Wealth Advisors, LLC's estimated gain on his XLF holdings is $2.89 Mil, reflecting a 23.78% gain to date.
Long Run Wealth Advisors, LLC XLF ($52.54) Holding Chart
Long Run Wealth Advisors, LLC 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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