Vivid Wealth Management, LLC XLF Holdings History
Vivid Wealth Management, LLC's Financial Select Sector SPDR Holding Summary
As of 2025-03-31, Vivid Wealth Management, LLC held 82,156.00 shares of Financial Select Sector SPDR(XLF), totaling $4.09 Mil. This investment constitutes 2.05% 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. Based on historical transaction data and XLF's current price of $52.84, Vivid Wealth Management, LLC's estimated gain on his XLF holdings is $364,533.85, reflecting a 9.17% gain to date.
Vivid Wealth Management, LLC XLF ($52.84) Holding Chart
Vivid Wealth Management, LLC XLF ($52.84) 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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