Vivid Wealth Management, LLC XLI Holdings History
Vivid Wealth Management, LLC's Industrial Select Sector SPDR Holding Summary
As of 2025-03-31, Vivid Wealth Management, LLC held 34,454.00 shares of Industrial Select Sector SPDR(XLI), totaling $4.52 Mil. This investment constitutes 2.26% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.02% of the outstanding Industrial Select Sector SPDR(XLI) stock.
The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 2 purchases of XLI, at an average price of $106.08, for a total of 36,868.00 shares. In addition, there have been 3 sales at an average price of $136.43 for 2,414.00 shares. Based on historical transaction data and XLI's current price of $151.02, Vivid Wealth Management, LLC's estimated gain on his XLI holdings is $1.62 Mil, reflecting a 41.47% gain to date.
Vivid Wealth Management, LLC XLI ($151.02) Holding Chart
Vivid Wealth Management, LLC XLI ($151.02) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
