ADG Wealth Management Group, LLC XLU Holdings History
ADG Wealth Management Group, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $78.14 for 43,207.00 shares. Based on historical transaction data and XLU's current price of $82.01, ADG Wealth Management Group, LLC's estimated gain on his XLU holdings is $-51,416.33, reflecting a -1.50% gain to date.
ADG Wealth Management Group, LLC XLU ($82.01) Holding Chart
ADG Wealth Management Group, LLC XLU ($82.01) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
