Number of Shares
66,099.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
1.5%
Total Estimate Gain
$319,682.23
% of Total Estimate Gain
3.39%

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 $136.27, Premier Path Wealth Partners, LLC's estimated gain on his XLV holdings is $319,682.23, reflecting a 3.39% gain to date.

Premier Path Wealth Partners, LLC XLV ($136.27) Holding Chart

Premier Path Wealth Partners, LLC XLV ($136.27) 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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