Number of Shares
103,092.00
Current Holdings Value*
$8.67 Mil
% of Portfolio
3.4%
Total Estimate Gain
$5.65 Mil
% of Total Estimate Gain
29.46%

Private Wealth Advisors, LLC's Materials Select Sector SPDR Holding Summary

As of 2024-12-31, Private Wealth Advisors, LLC held 103,092.00 shares of Materials Select Sector SPDR(XLB), totaling $8.67 Mil. This investment constitutes 3.4% of their stock portfolio, and Private Wealth Advisors, LLC now holds 0.18% of the outstanding Materials Select Sector SPDR(XLB) stock.

The initial trade took place in 2018Q4. And since then Private Wealth Advisors, LLC has made 7 purchases of XLB, at an average price of $58.55, for a total of 327,804.00 shares. In addition, there have been 15 sales at an average price of $71.61 for 224,712.00 shares. Based on historical transaction data and XLB's current price of $84.93, Private Wealth Advisors, LLC's estimated gain on his XLB holdings is $5.65 Mil, reflecting a 29.46% gain to date.

Private Wealth Advisors, LLC XLB ($84.93) Holding Chart

Private Wealth Advisors, LLC XLB ($84.93) 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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