Inlight Wealth Management, LLC XLU Holdings History
Inlight Wealth Management, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Inlight Wealth Management, LLC held 38,547.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $3.04 Mil. This investment constitutes 1.88% of their stock portfolio, and Inlight Wealth Management, LLC now holds 0.02% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2025Q1. And since then Inlight Wealth Management, LLC has made 1 purchases of XLU, at an average price of $78.14, for a total of 38,547.00 shares. Based on historical transaction data and XLU's current price of $82.45, Inlight Wealth Management, LLC's estimated gain on his XLU holdings is $166,137.57, reflecting a 5.52% gain to date.
Inlight Wealth Management, LLC XLU ($82.45) Holding Chart
Inlight Wealth Management, LLC XLU ($82.45) 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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