Number of Shares
3,140.00
Current Holdings Value*
$247,560.00
% of Portfolio
0.03%
Total Estimate Gain
$249,512.50
% of Total Estimate Gain
5.53%

GPS Wealth Strategies Group, LLC's Utilities Select Sector SPDR ETF Holding Summary

As of 2025-03-31, GPS Wealth Strategies Group, LLC held 3,140.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $247,560.00. This investment constitutes 0.03% of their stock portfolio, and GPS Wealth Strategies Group, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2021Q1. And since then GPS Wealth Strategies Group, LLC has made 7 purchases of XLU, at an average price of $73.80, for a total of 61,166.00 shares. In addition, there have been 5 sales at an average price of $77.70 for 58,026.00 shares. Based on historical transaction data and XLU's current price of $81.14, GPS Wealth Strategies Group, LLC's estimated gain on his XLU holdings is $249,512.50, reflecting a 5.53% gain to date.

GPS Wealth Strategies Group, LLC XLU ($81.14) Holding Chart

GPS Wealth Strategies Group, LLC XLU ($81.14) 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