Marks Wealth, LLC XLU Holdings History
Marks Wealth, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Marks Wealth, LLC held 69,495.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $5.48 Mil. This investment constitutes 2.01% of their stock portfolio, and Marks Wealth, LLC now holds 0.03% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q3. And since then Marks Wealth, LLC has made 2 purchases of XLU, at an average price of $75.28, for a total of 251,753.00 shares. In addition, there have been 1 sales at an average price of $79.33 for 182,258.00 shares. Based on historical transaction data and XLU's current price of $82.45, Marks Wealth, LLC's estimated gain on his XLU holdings is $1.24 Mil, reflecting a 6.52% gain to date.
Marks Wealth, LLC XLU ($82.45) Holding Chart
Marks Wealth, LLC XLU ($82.45) 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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