Peak Retirement Planning, Inc. XLF Holdings History
Number of Shares
108,968.00
Current Holdings Value*
$5.27 Mil
% of Portfolio
3.56%
Total Estimate Gain
$544,295.16
% of Total Estimate Gain
10.32%
Peak Retirement Planning, Inc.'s Financial Select Sector SPDR Holding Summary
As of 2024-12-31, Peak Retirement Planning, Inc. held 108,968.00 shares of Financial Select Sector SPDR(XLF), totaling $5.27 Mil. This investment constitutes 3.56% of their stock portfolio, and Peak Retirement Planning, Inc. now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. Based on historical transaction data and XLF's current price of $53.40, Peak Retirement Planning, Inc.'s estimated gain on his XLF holdings is $544,295.16, reflecting a 10.32% gain to date.
Peak Retirement Planning, Inc. XLF ($53.40) Holding Chart
Peak Retirement Planning, Inc. XLF ($53.40) 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 % | |||
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