1 NORTH WEALTH SERVICES LLC XLU Holdings History
1 NORTH WEALTH SERVICES LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, 1 NORTH WEALTH SERVICES LLC held 41,236.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $3.25 Mil. This investment constitutes 1.5% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.02% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2018Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 4 purchases of XLU, at an average price of $60.38, for a total of 181,124.00 shares. In addition, there have been 1 sales at an average price of $79.33 for 139,888.00 shares. Based on historical transaction data and XLU's current price of $83.75, 1 NORTH WEALTH SERVICES LLC's estimated gain on his XLU holdings is $3.61 Mil, reflecting a 33.05% gain to date.
1 NORTH WEALTH SERVICES LLC XLU ($83.75) Holding Chart
1 NORTH WEALTH SERVICES LLC XLU ($83.75) 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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