Number of Shares
79,494.00
Current Holdings Value*
$4.16 Mil
% of Portfolio
1.83%
Total Estimate Gain
$373,983.90
% of Total Estimate Gain
9.40%

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 %

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