Evolution Wealth Advisors, LLC XLU Holdings History
Evolution Wealth Advisors, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Evolution Wealth Advisors, LLC held 81,369.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $6.42 Mil. This investment constitutes 1.07% of their stock portfolio, and Evolution Wealth Advisors, LLC now holds 0.04% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2019Q4. And since then Evolution Wealth Advisors, LLC has made 5 purchases of XLU, at an average price of $77.89, for a total of 82,861.00 shares. In addition, there have been 2 sales at an average price of $66.16 for 1,492.00 shares. Based on historical transaction data and XLU's current price of $82.37, Evolution Wealth Advisors, LLC's estimated gain on his XLU holdings is $347,030.99, reflecting a 5.38% gain to date.
Evolution Wealth Advisors, LLC XLU ($82.37) Holding Chart
Evolution Wealth Advisors, LLC XLU ($82.37) 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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