Omnia Family Wealth, LLC XLU Holdings History
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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