Marks Wealth, LLC XLF Holdings History

Number of Shares
665,891.00
Current Holdings Value*
$33.17 Mil
% of Portfolio
12.17%
Total Estimate Gain
$1.58 Mil
% of Total Estimate Gain
4.73%

Marks Wealth, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Marks Wealth, LLC held 665,891.00 shares of Financial Select Sector SPDR(XLF), totaling $33.17 Mil. This investment constitutes 12.17% of their stock portfolio, and Marks Wealth, LLC now holds 0.07% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2025Q1. And since then Marks Wealth, LLC has made 1 purchases of XLF, at an average price of $50.16, for a total of 665,891.00 shares. Based on historical transaction data and XLF's current price of $52.54, Marks Wealth, LLC's estimated gain on his XLF holdings is $1.58 Mil, reflecting a 4.73% gain to date.

Marks Wealth, LLC XLF ($52.54) Holding Chart

Marks Wealth, 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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