Private Wealth Advisors, LLC XLI Holdings History
Private Wealth Advisors, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Private Wealth Advisors, LLC held 61,433.00 shares of Industrial Select Sector SPDR(XLI), totaling $8.05 Mil. This investment constitutes 2.91% of their stock portfolio, and Private Wealth Advisors, LLC now holds 0.04% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2018Q4. And since then Private Wealth Advisors, LLC has made 7 purchases of XLI, at an average price of $80.74, for a total of 183,161.00 shares. In addition, there have been 16 sales at an average price of $92.54 for 121,728.00 shares. Based on historical transaction data and XLI's current price of $150.41, Private Wealth Advisors, LLC's estimated gain on his XLI holdings is $5.72 Mil, reflecting a 38.66% gain to date.
Private Wealth Advisors, LLC XLI ($150.41) Holding Chart
Private Wealth Advisors, LLC XLI ($150.41) 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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