Number of Shares
29,081.00
Current Holdings Value*
$2.72 Mil
% of Portfolio
2.92%
Total Estimate Gain
$-122,350.89
% of Total Estimate Gain
-2.80%

Variant Private Wealth, LLC's The Energy Select Sector SPDR Fund Holding Summary

As of 2025-03-31, Variant Private Wealth, LLC held 29,081.00 shares of The Energy Select Sector SPDR Fund(XLE), totaling $2.72 Mil. This investment constitutes 2.92% of their stock portfolio, and Variant Private Wealth, LLC now holds 0.01% of the outstanding The Energy Select Sector SPDR Fund(XLE) stock.

The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $90.17 for 19,012.00 shares. Based on historical transaction data and XLE's current price of $87.17, Variant Private Wealth, LLC's estimated gain on his XLE holdings is $-122,350.89, reflecting a -2.80% gain to date.

Variant Private Wealth, LLC XLE ($87.17) Holding Chart

Variant Private Wealth, LLC XLE ($87.17) 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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