Prestige Wealth Management Group LLC XLV Holdings History
Prestige Wealth Management Group LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, Prestige Wealth Management Group LLC held 147,880.00 shares of Health Care Select Sector SPDR(XLV), totaling $21.59 Mil. This investment constitutes 4.62% of their stock portfolio, and Prestige Wealth Management Group LLC now holds 0.06% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2018Q4. And since then Prestige Wealth Management Group LLC has made 11 purchases of XLV, at an average price of $128.57, for a total of 463,839.00 shares. In addition, there have been 11 sales at an average price of $135.43 for 315,959.00 shares. Based on historical transaction data and XLV's current price of $133.07, Prestige Wealth Management Group LLC's estimated gain on his XLV holdings is $2.83 Mil, reflecting a 4.75% gain to date.
Prestige Wealth Management Group LLC XLV ($133.07) Holding Chart
Prestige Wealth Management Group LLC XLV ($133.07) 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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