Lake Hills Wealth Management, LLC XLU Holdings History
Lake Hills Wealth Management, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, Lake Hills Wealth Management, LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2022Q1. And since then Lake Hills Wealth Management, LLC has made 7 purchases of XLU, at an average price of $70.69, for a total of 297,384.00 shares. In addition, there have been 4 sales at an average price of $72.02 for 297,384.00 shares. Based on historical transaction data and XLU's current price of $85.05, Lake Hills Wealth Management, LLC's estimated gain on his XLU holdings is $393,625.03, reflecting a 1.87% gain to date.
Lake Hills Wealth Management, LLC XLU ($85.05) Holding Chart
Lake Hills Wealth Management, LLC XLU ($85.05) 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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