Number of Shares
220,711.00
Current Holdings Value*
$10.99 Mil
% of Portfolio
1.71%
Total Estimate Gain
$4.14 Mil
% of Total Estimate Gain
48.21%

Premier Path Wealth Partners, LLC's Financial Select Sector SPDR Holding Summary

As of 2025-03-31, Premier Path Wealth Partners, LLC held 220,711.00 shares of Financial Select Sector SPDR(XLF), totaling $10.99 Mil. This investment constitutes 1.71% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 3 purchases of XLF, at an average price of $35.65, for a total of 240,704.00 shares. In addition, there have been 2 sales at an average price of $49.87 for 19,993.00 shares. Based on historical transaction data and XLF's current price of $53.10, Premier Path Wealth Partners, LLC's estimated gain on his XLF holdings is $4.14 Mil, reflecting a 48.21% gain to date.

Premier Path Wealth Partners, LLC XLF ($53.10) Holding Chart

Premier Path Wealth Partners, LLC XLF ($53.10) 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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