Measured Wealth Private Client Group, LLC XLF Holdings History
Measured Wealth Private Client Group, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Measured Wealth Private Client Group, LLC held 65,575.00 shares of Financial Select Sector SPDR(XLF), totaling $3.27 Mil. This investment constitutes 1.05% of their stock portfolio, and Measured Wealth Private Client Group, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2018Q2. And since then Measured Wealth Private Client Group, LLC has made 6 purchases of XLF, at an average price of $45.64, for a total of 81,876.00 shares. In addition, there have been 2 sales at an average price of $31.89 for 16,301.00 shares. Based on historical transaction data and XLF's current price of $52.40, Measured Wealth Private Client Group, LLC's estimated gain on his XLF holdings is $219,293.40, reflecting a 5.87% gain to date.
Measured Wealth Private Client Group, LLC XLF ($52.40) Holding Chart
Measured Wealth Private Client Group, LLC XLF ($52.40) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
