Number of Shares
9,747.00
Current Holdings Value*
$2.47 Mil
% of Portfolio
1.81%
Total Estimate Gain
$258,366.57
% of Total Estimate Gain
7.75%

Nova Wealth Management, Inc.'s Technology Select Sector SPDR ETF Holding Summary

As of 2025-06-30, Nova Wealth Management, Inc. held 9,747.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $2.47 Mil. This investment constitutes 1.81% of their stock portfolio, and Nova Wealth Management, Inc. now holds 0% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2024Q4. And since then Nova Wealth Management, Inc. has made 1 purchases of XLK, at an average price of $229.82, for a total of 14,502.00 shares. In addition, there have been 1 sales at an average price of $221.69 for 4,755.00 shares. Based on historical transaction data and XLK's current price of $260.29, Nova Wealth Management, Inc.'s estimated gain on his XLK holdings is $258,366.57, reflecting a 7.75% gain to date.

Nova Wealth Management, Inc. XLK ($260.29) Holding Chart

Nova Wealth Management, Inc. XLK ($260.29) 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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