Number of Shares
121,199.00
Current Holdings Value*
$25.03 Mil
% of Portfolio
3.89%
Total Estimate Gain
$8.59 Mil
% of Total Estimate Gain
37.39%

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

As of 2025-03-31, Premier Path Wealth Partners, LLC held 121,199.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $25.03 Mil. This investment constitutes 3.89% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.04% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 5 purchases of XLK, at an average price of $189.45, for a total of 121,199.00 shares. Based on historical transaction data and XLK's current price of $260.29, Premier Path Wealth Partners, LLC's estimated gain on his XLK holdings is $8.59 Mil, reflecting a 37.39% gain to date.

Premier Path Wealth Partners, LLC XLK ($260.29) Holding Chart

Premier Path Wealth Partners, LLC 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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