Number of Shares
76,950.00
Current Holdings Value*
$11.24 Mil
% of Portfolio
3.46%
Total Estimate Gain
$1.37 Mil
% of Total Estimate Gain
13.06%

Proquility Private Wealth Partners, LLC's Health Care Select Sector SPDR Holding Summary

As of 2025-03-31, Proquility Private Wealth Partners, LLC held 76,950.00 shares of Health Care Select Sector SPDR(XLV), totaling $11.24 Mil. This investment constitutes 3.46% of their stock portfolio, and Proquility Private Wealth Partners, LLC now holds 0.03% of the outstanding Health Care Select Sector SPDR(XLV) stock.

The initial trade took place in 2020Q4. And since then Proquility Private Wealth Partners, LLC has made 11 purchases of XLV, at an average price of $115.99, for a total of 90,643.00 shares. In addition, there have been 6 sales at an average price of $127.16 for 13,693.00 shares. Based on historical transaction data and XLV's current price of $131.84, Proquility Private Wealth Partners, LLC's estimated gain on his XLV holdings is $1.37 Mil, reflecting a 13.06% gain to date.

Proquility Private Wealth Partners, LLC XLV ($131.84) Holding Chart

Proquility Private Wealth Partners, LLC XLV ($131.84) 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 %

Top Ranked Articles

  • 1