FORTEM FINANCIAL GROUP, LLC XLU Holdings History
FORTEM FINANCIAL GROUP, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, FORTEM FINANCIAL GROUP, LLC held 15,482.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $1.22 Mil. This investment constitutes 0.47% of their stock portfolio, and FORTEM FINANCIAL GROUP, LLC now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q3. And since then FORTEM FINANCIAL GROUP, LLC has made 2 purchases of XLU, at an average price of $74.30, for a total of 24,992.00 shares. In addition, there have been 1 sales at an average price of $78.14 for 9,510.00 shares. Based on historical transaction data and XLU's current price of $83.75, FORTEM FINANCIAL GROUP, LLC's estimated gain on his XLU holdings is $182,873.92, reflecting a 9.85% gain to date.
FORTEM FINANCIAL GROUP, LLC XLU ($83.75) Holding Chart
FORTEM FINANCIAL GROUP, 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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