MFG WEALTH MANAGEMENT, INC. XLU Holdings History
MFG WEALTH MANAGEMENT, INC.'s Utilities Select Sector SPDR ETF Holding Summary
As of 2025-06-30, MFG WEALTH MANAGEMENT, INC. held 42,204.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $3.45 Mil. This investment constitutes 2.9% of their stock portfolio, and MFG WEALTH MANAGEMENT, INC. now holds 0.02% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q4. And since then MFG WEALTH MANAGEMENT, INC. has made 2 purchases of XLU, at an average price of $79.33, for a total of 42,204.00 shares. Based on historical transaction data and XLU's current price of $82.03, MFG WEALTH MANAGEMENT, INC.'s estimated gain on his XLU holdings is $114,041.58, reflecting a 3.41% gain to date.
MFG WEALTH MANAGEMENT, INC. XLU ($82.03) Holding Chart
MFG WEALTH MANAGEMENT, INC. XLU ($82.03) 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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