Quotient Wealth Partners, LLC XLF Holdings History
Quotient Wealth Partners, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Quotient Wealth Partners, LLC held 1.09 Mil shares of Financial Select Sector SPDR(XLF), totaling $54.51 Mil. This investment constitutes 1.74% of their stock portfolio, and Quotient Wealth Partners, LLC now holds 0.11% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2025Q1. And since then Quotient Wealth Partners, LLC has made 1 purchases of XLF, at an average price of $50.16, for a total of 1.09 Mil shares. Based on historical transaction data and XLF's current price of $52.54, Quotient Wealth Partners, LLC's estimated gain on his XLF holdings is $2.60 Mil, reflecting a 4.74% gain to date.
Quotient Wealth Partners, LLC XLF ($52.54) Holding Chart
Quotient Wealth Partners, LLC XLF ($52.54) 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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