Number of Shares
448.00
Current Holdings Value*
$38,520.00
% of Portfolio
0.01%
Total Estimate Gain
$-727,758.22
% of Total Estimate Gain
-2.81%

Prestige Wealth Management Group LLC's Materials Select Sector SPDR Holding Summary

As of 2025-03-31, Prestige Wealth Management Group LLC held 448.00 shares of Materials Select Sector SPDR(XLB), totaling $38,520.00. This investment constitutes 0.01% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0% of the outstanding Materials Select Sector SPDR(XLB) stock.

The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 6 purchases of XLB, at an average price of $78.02, for a total of 331,428.00 shares. In addition, there have been 7 sales at an average price of $75.80 for 330,980.00 shares. Based on historical transaction data and XLB's current price of $90.68, Prestige Wealth Management Group LLC's estimated gain on his XLB holdings is $-727,758.22, reflecting a -2.81% gain to date.

Prestige Wealth Management Group LLC XLB ($90.68) Holding Chart

Prestige Wealth Management Group LLC XLB ($90.68) 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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