Trinity Wealth Management, LLC XLI Holdings History
Trinity Wealth Management, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 23,216.00 shares of Industrial Select Sector SPDR(XLI), totaling $3.42 Mil. This investment constitutes 1.36% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2025Q2. And since then Trinity Wealth Management, LLC has made 1 purchases of XLI, at an average price of $136.33, for a total of 23,216.00 shares. Based on historical transaction data and XLI's current price of $151.46, Trinity Wealth Management, LLC's estimated gain on his XLI holdings is $351,258.08, reflecting a 11.10% gain to date.
Trinity Wealth Management, LLC XLI ($151.46) Holding Chart
Trinity Wealth Management, LLC XLI ($151.46) 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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