Number of Shares
20,662.00
Current Holdings Value*
$1.68 Mil
% of Portfolio
0.66%
Total Estimate Gain
$817,414.87
% of Total Estimate Gain
13.82%

IronBridge Private Wealth, LLC's SPDR Biotech ETF Holding Summary

As of 2025-03-31, IronBridge Private Wealth, LLC held 20,662.00 shares of SPDR Biotech ETF(XBI), totaling $1.68 Mil. This investment constitutes 0.66% of their stock portfolio, and IronBridge Private Wealth, LLC now holds 0.03% of the outstanding SPDR Biotech ETF(XBI) stock.

The initial trade took place in 2023Q3. And since then IronBridge Private Wealth, LLC has made 3 purchases of XBI, at an average price of $78.46, for a total of 75,363.00 shares. In addition, there have been 4 sales at an average price of $90.45 for 54,701.00 shares. Based on historical transaction data and XBI's current price of $86.27, IronBridge Private Wealth, LLC's estimated gain on his XBI holdings is $817,414.87, reflecting a 13.82% gain to date.

IronBridge Private Wealth, LLC XBI ($86.27) Holding Chart

IronBridge Private Wealth, LLC XBI ($86.27) 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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