Intrua Financial, LLC XLU Holdings History

Number of Shares
83,781.00
Current Holdings Value*
$6.61 Mil
% of Portfolio
0.96%
Total Estimate Gain
$639,564.81
% of Total Estimate Gain
5.82%

Intrua Financial, LLC's Utilities Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Intrua Financial, LLC held 83,781.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $6.61 Mil. This investment constitutes 0.96% of their stock portfolio, and Intrua Financial, LLC now holds 0.04% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2022Q1. And since then Intrua Financial, LLC has made 7 purchases of XLU, at an average price of $71.22, for a total of 154,343.00 shares. In addition, there have been 5 sales at an average price of $66.96 for 70,562.00 shares. Based on historical transaction data and XLU's current price of $82.45, Intrua Financial, LLC's estimated gain on his XLU holdings is $639,564.81, reflecting a 5.82% gain to date.

Intrua Financial, LLC XLU ($82.45) Holding Chart

Intrua Financial, 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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