Premier Path Wealth Partners, LLC XLV Holdings History
Premier Path Wealth Partners, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Premier Path Wealth Partners, LLC held 66,099.00 shares of Health Care Select Sector SPDR(XLV), totaling $9.65 Mil. This investment constitutes 1.5% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 4 purchases of XLV, at an average price of $132.41, for a total of 71,121.00 shares. In addition, there have been 1 sales at an average price of $145.27 for 5,022.00 shares. Based on historical transaction data and XLV's current price of $135.76, Premier Path Wealth Partners, LLC's estimated gain on his XLV holdings is $285,971.74, reflecting a 3.04% gain to date.
Premier Path Wealth Partners, LLC XLV ($135.76) Holding Chart
Premier Path Wealth Partners, LLC XLV ($135.76) 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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