Number of Shares
37,490.00
Current Holdings Value*
$8.72 Mil
% of Portfolio
3.42%
Total Estimate Gain
$7.21 Mil
% of Total Estimate Gain
108.70%

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

As of 2024-12-31, Private Wealth Advisors, LLC held 37,490.00 shares of Technology Select Sector SPDR ETF(XLK), totaling $8.72 Mil. This investment constitutes 3.42% of their stock portfolio, and Private Wealth Advisors, LLC now holds 0.01% of the outstanding Technology Select Sector SPDR ETF(XLK) stock.

The initial trade took place in 2018Q4. And since then Private Wealth Advisors, LLC has made 6 purchases of XLK, at an average price of $80.28, for a total of 82,595.00 shares. In addition, there have been 16 sales at an average price of $126.77 for 45,105.00 shares. Based on historical transaction data and XLK's current price of $216.61, Private Wealth Advisors, LLC's estimated gain on his XLK holdings is $7.21 Mil, reflecting a 108.70% gain to date.

Private Wealth Advisors, LLC XLK ($216.61) Holding Chart

Private Wealth Advisors, LLC XLK ($216.61) 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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