Premier Path Wealth Partners, LLC XLF Holdings History
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 $53.07, Premier Path Wealth Partners, LLC's estimated gain on his XLF holdings is $4.13 Mil, reflecting a 48.13% gain to date.
Premier Path Wealth Partners, LLC XLF ($53.07) Holding Chart
Premier Path Wealth Partners, LLC XLF ($53.07) 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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