Long Run Wealth Advisors, LLC XLK Holdings History
Long Run Wealth Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 115,750.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $23.90 Mil. This investment constitutes 5.42% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 10 purchases of XLK, at an average price of $175.61, for a total of 142,697.00 shares. In addition, there have been 4 sales at an average price of $167.34 for 26,947.00 shares. Based on historical transaction data and XLK's current price of $262.26, Long Run Wealth Advisors, LLC's estimated gain on his XLK holdings is $9.81 Mil, reflecting a 39.14% gain to date.
Long Run Wealth Advisors, LLC XLK ($262.26) Holding Chart
Long Run Wealth Advisors, LLC XLK ($262.26) 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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