Visionary Horizons, LLC XLI Holdings History
Number of Shares
25,131.00
Current Holdings Value*
$3.71 Mil
% of Portfolio
2.35%
Total Estimate Gain
$460,986.60
% of Total Estimate Gain
13.55%
Visionary Horizons, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-06-30, Visionary Horizons, LLC held 25,131.00 shares of Industrial Select Sector SPDR(XLI), totaling $3.71 Mil. This investment constitutes 2.35% of their stock portfolio, and Visionary Horizons, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2025Q1. And since then Visionary Horizons, LLC has made 2 purchases of XLI, at an average price of $135.39, for a total of 25,131.00 shares. Based on historical transaction data and XLI's current price of $153.73, Visionary Horizons, LLC's estimated gain on his XLI holdings is $460,986.60, reflecting a 13.55% gain to date.
Visionary Horizons, LLC XLI ($153.73) Holding Chart
Visionary Horizons, LLC XLI ($153.73) 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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