Serenus Wealth Advisors, LLC XLK Holdings History
Serenus Wealth Advisors, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Serenus Wealth Advisors, LLC held 49,733.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $10.27 Mil. This investment constitutes 1.7% of their stock portfolio, and Serenus Wealth Advisors, LLC now holds 0.02% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $226.74 for 5,230.00 shares. Based on historical transaction data and XLK's current price of $260.29, Serenus Wealth Advisors, LLC's estimated gain on his XLK holdings is $1.33 Mil, reflecting a 10.40% gain to date.
Serenus Wealth Advisors, LLC XLK ($260.29) Holding Chart
Serenus Wealth Advisors, LLC XLK ($260.29) 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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