NWF Advisory Services Inc. XLK Holdings History
Number of Shares
134,457.00
Current Holdings Value*
$31.26 Mil
% of Portfolio
4.58%
Total Estimate Gain
$3.59 Mil
% of Total Estimate Gain
11.46%
NWF Advisory Services Inc.'s Technology Select Sector SPDR ETF Holding Summary
As of 2024-12-31, NWF Advisory Services Inc. held 134,457.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $31.26 Mil. This investment constitutes 4.58% of their stock portfolio, and NWF Advisory Services Inc. now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and XLK's current price of $259.55, NWF Advisory Services Inc.'s estimated gain on his XLK holdings is $3.59 Mil, reflecting a 11.46% gain to date.
NWF Advisory Services Inc. XLK ($259.55) Holding Chart
NWF Advisory Services Inc. XLK ($259.55) 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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