Tepp RIA, LLC XLV Holdings History
Number of Shares
9,892.00
Current Holdings Value*
$1.33 Mil
% of Portfolio
1.72%
Total Estimate Gain
$-491,709.80
% of Total Estimate Gain
-7.97%
Tepp RIA, LLC's Health Care Select Sector SPDR Holding Summary
As of 2025-06-30, Tepp RIA, LLC held 9,892.00 shares of Health Care Select Sector SPDR(XLV), totaling $1.33 Mil. This investment constitutes 1.72% of their stock portfolio, and Tepp RIA, LLC now holds 0% of the outstanding Health Care Select Sector SPDR(XLV) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $135.42 for 32,318.00 shares. Based on historical transaction data and XLV's current price of $131.84, Tepp RIA, LLC's estimated gain on his XLV holdings is $-491,709.80, reflecting a -7.97% gain to date.
Tepp RIA, LLC XLV ($131.84) Holding Chart
Tepp RIA, 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 % | |||
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