Number of Shares
143,822.00
Current Holdings Value*
$11.66 Mil
% of Portfolio
3.87%
Total Estimate Gain
$-606,410.92
% of Total Estimate Gain
-4.66%
LHM, INC.'s SPDR Biotech ETF Holding Summary
As of 2025-03-31, LHM, INC. held 143,822.00 shares of SPDR Biotech ETF(XBI), totaling $11.66 Mil. This investment constitutes 3.87% of their stock portfolio, and LHM, INC. now holds 0.23% of the outstanding SPDR Biotech ETF(XBI) stock.
The initial trade took place in 2023Q4. And since then LHM, INC. has made 5 purchases of XBI, at an average price of $90.49, for a total of 143,822.00 shares. Based on historical transaction data and XBI's current price of $86.27, LHM, INC.'s estimated gain on his XBI holdings is $-606,410.92, reflecting a -4.66% gain to date.
LHM, INC. XBI ($86.27) Holding Chart
LHM, INC. 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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