Lumature Wealth Partners, LLC XLP Holdings History
Lumature Wealth Partners, LLC's Consumer Staples Select Sector SPDR Holding Summary
As of 2023-06-30, Lumature Wealth Partners, LLC held 47,067.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $3.49 Mil. This investment constitutes 2.07% of their stock portfolio, and Lumature Wealth Partners, LLC now holds 0.02% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.
The initial trade took place in 2020Q4. And since then Lumature Wealth Partners, LLC has made 7 purchases of XLP, at an average price of $71.25, for a total of 59,582.00 shares. In addition, there have been 3 sales at an average price of $72.50 for 12,515.00 shares. Based on historical transaction data and XLP's current price of $81.62, Lumature Wealth Partners, LLC's estimated gain on his XLP holdings is $503,808.08, reflecting a 11.87% gain to date.
Lumature Wealth Partners, LLC XLP ($81.62) Holding Chart
Lumature Wealth Partners, LLC XLP ($81.62) 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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