Number of Shares
27,071.00
Current Holdings Value*
$5.59 Mil
% of Portfolio
1.19%
Total Estimate Gain
$8.37 Mil
% of Total Estimate Gain
46.46%

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

As of 2025-03-31, Prestige Wealth Management Group LLC held 27,071.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $5.59 Mil. This investment constitutes 1.19% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 9 purchases of XLK, at an average price of $116.91, for a total of 154,102.00 shares. In addition, there have been 14 sales at an average price of $152.01 for 127,031.00 shares. Based on historical transaction data and XLK's current price of $261.39, Prestige Wealth Management Group LLC's estimated gain on his XLK holdings is $8.37 Mil, reflecting a 46.46% gain to date.

Prestige Wealth Management Group LLC XLK ($261.39) Holding Chart

Prestige Wealth Management Group LLC XLK ($261.39) 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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