Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$534,878.97
% of Total Estimate Gain
6.84%

Omnia Family Wealth, LLC's Utilities Select Sector SPDR ETF Holding Summary

As of 2025-03-31, Omnia Family Wealth, LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and Omnia Family Wealth, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2023Q1. And since then Omnia Family Wealth, LLC has made 2 purchases of XLU, at an average price of $68.04, for a total of 114,851.00 shares. In addition, there have been 4 sales at an average price of $72.70 for 114,851.00 shares. Based on historical transaction data and XLU's current price of $84.30, Omnia Family Wealth, LLC's estimated gain on his XLU holdings is $534,878.97, reflecting a 6.84% gain to date.

Omnia Family Wealth, LLC XLU ($84.30) Holding Chart

Omnia Family Wealth, LLC XLU ($84.30) 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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