STRATEGY ASSET MANAGERS LLC XLF Holdings History
STRATEGY ASSET MANAGERS LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, STRATEGY ASSET MANAGERS LLC held 18,094.00 shares of Financial Select Sector SPDR(XLF), totaling $901,280.00. This investment constitutes 0.19% of their stock portfolio, and STRATEGY ASSET MANAGERS LLC now holds 0% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2019Q4. And since then STRATEGY ASSET MANAGERS LLC has made 2 purchases of XLF, at an average price of $43.34, for a total of 26,956.00 shares. In addition, there have been 1 sales at an average price of $27.83 for 8,862.00 shares. Based on historical transaction data and XLF's current price of $52.54, STRATEGY ASSET MANAGERS LLC's estimated gain on his XLF holdings is $29,061.76, reflecting a 2.49% gain to date.
STRATEGY ASSET MANAGERS LLC XLF ($52.54) Holding Chart
STRATEGY ASSET MANAGERS 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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