Key Client Fiduciary Advisors, LLC XLU Holdings History
Key Client Fiduciary Advisors, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Key Client Fiduciary Advisors, LLC held 42,151.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $3.32 Mil. This investment constitutes 1.51% of their stock portfolio, and Key Client Fiduciary Advisors, LLC now holds 0.02% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2021Q4. And since then Key Client Fiduciary Advisors, LLC has made 5 purchases of XLU, at an average price of $66.82, for a total of 66,244.00 shares. In addition, there have been 8 sales at an average price of $74.03 for 24,093.00 shares. Based on historical transaction data and XLU's current price of $81.58, Key Client Fiduciary Advisors, LLC's estimated gain on his XLU holdings is $795,671.35, reflecting a 17.98% gain to date.
Key Client Fiduciary Advisors, LLC XLU ($81.58) Holding Chart
Key Client Fiduciary Advisors, LLC XLU ($81.58) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
