Premier Path Wealth Partners, LLC XLY Holdings History
Premier Path Wealth Partners, LLC's Consumer Discretionary Select Sector SPDR Holding Summary
As of 2025-03-31, Premier Path Wealth Partners, LLC held 49,801.00 shares of Consumer Discretionary Select Sector SPDR(XLY), totaling $9.83 Mil. This investment constitutes 1.53% of their stock portfolio, and Premier Path Wealth Partners, LLC now holds 0.05% of the outstanding Consumer Discretionary Select Sector SPDR(XLY) stock.
The initial trade took place in 2023Q4. And since then Premier Path Wealth Partners, LLC has made 4 purchases of XLY, at an average price of $172.57, for a total of 52,291.00 shares. In addition, there have been 1 sales at an average price of $214.12 for 2,490.00 shares. Based on historical transaction data and XLY's current price of $226.55, Premier Path Wealth Partners, LLC's estimated gain on his XLY holdings is $2.79 Mil, reflecting a 30.94% gain to date.
Premier Path Wealth Partners, LLC XLY ($226.55) Holding Chart
Premier Path Wealth Partners, LLC XLY ($226.55) 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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