Vivid Wealth Management, LLC XLF Holdings History
Vivid Wealth Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-06-30, Vivid Wealth Management, LLC held 79,494.00 shares of Financial Select Sector SPDR(XLF), totaling $4.16 Mil. This investment constitutes 1.83% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.01% of the outstanding Financial Select Sector SPDR(XLF) stock.
The initial trade took place in 2024Q4. And since then Vivid Wealth Management, LLC has made 2 purchases of XLF, at an average price of $48.40, for a total of 82,156.00 shares. In addition, there have been 1 sales at an average price of $49.50 for 2,662.00 shares. Based on historical transaction data and XLF's current price of $53.07, Vivid Wealth Management, LLC's estimated gain on his XLF holdings is $373,983.90, reflecting a 9.40% gain to date.
Vivid Wealth Management, LLC XLF ($53.07) Holding Chart
Vivid Wealth Management, LLC XLF ($53.07) 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
