Trinity Wealth Management, LLC XLF Holdings History
Trinity Wealth Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 65,782.00 shares of Financial Select Sector SPDR(XLF), totaling $3.44 Mil. This investment constitutes 1.37% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2025Q2. And since then Trinity Wealth Management, LLC has made 1 purchases of XLF, at an average price of $49.50, for a total of 65,782.00 shares. Based on historical transaction data and XLF's current price of $52.54, Trinity Wealth Management, LLC's estimated gain on his XLF holdings is $199,977.28, reflecting a 6.14% gain to date.
Trinity Wealth Management, LLC XLF ($52.54) Holding Chart
Trinity Wealth Management, 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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