Vivid Wealth Management, LLC XLK Holdings History
Vivid Wealth Management, LLC's Technology Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Vivid Wealth Management, LLC held 18,440.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $3.81 Mil. This investment constitutes 1.91% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.
The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 1 purchases of XLK, at an average price of $178.16, for a total of 26,205.00 shares. In addition, there have been 4 sales at an average price of $211.40 for 7,765.00 shares. Based on historical transaction data and XLK's current price of $259.55, Vivid Wealth Management, LLC's estimated gain on his XLK holdings is $1.76 Mil, reflecting a 37.68% gain to date.
Vivid Wealth Management, LLC XLK ($259.55) Holding Chart
Vivid Wealth Management, LLC XLK ($259.55) 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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