THEORY FINANCIAL LLC XLV Holdings History
THEORY FINANCIAL LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-03-31, THEORY FINANCIAL LLC held 106,100.00 shares of Health Care Select Sector SPDR(XLV), totaling $15.49 Mil. This investment constitutes 6.53% of their stock portfolio, and THEORY FINANCIAL LLC now holds 0.04% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2024Q1. And since then THEORY FINANCIAL LLC has made 2 purchases of XLV, at an average price of $144.89, for a total of 134,308.00 shares. In addition, there have been 3 sales at an average price of $145.84 for 28,208.00 shares. Based on historical transaction data and XLV's current price of $135.50, THEORY FINANCIAL LLC's estimated gain on his XLV holdings is $-969,445.79, reflecting a -4.98% gain to date.
THEORY FINANCIAL LLC XLV ($135.50) Holding Chart
THEORY FINANCIAL LLC XLV ($135.50) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
