Premier Path Wealth Partners, LLC XLK Holdings History
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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