Long Run Wealth Advisors, LLC XLV Holdings History
Long Run Wealth Advisors, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Long Run Wealth Advisors, LLC held 88,319.00 shares of Health Care Select Sector SPDR(XLV), totaling $12.90 Mil. This investment constitutes 2.92% of their stock portfolio, and Long Run Wealth Advisors, LLC now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2021Q4. And since then Long Run Wealth Advisors, LLC has made 9 purchases of XLV, at an average price of $133.35, for a total of 101,290.00 shares. In addition, there have been 5 sales at an average price of $138.11 for 12,971.00 shares. Based on historical transaction data and XLV's current price of $135.89, Long Run Wealth Advisors, LLC's estimated gain on his XLV holdings is $285,931.47, reflecting a 2.12% gain to date.
Long Run Wealth Advisors, LLC XLV ($135.89) Holding Chart
Long Run Wealth Advisors, LLC XLV ($135.89) 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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