Number of Shares
4,405.00
Current Holdings Value*
$577,340.00
% of Portfolio
0.08%
Total Estimate Gain
$1.84 Mil
% of Total Estimate Gain
9.05%

Onyx Bridge Wealth Group LLC's Industrial Select Sector SPDR Holding Summary

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 4,405.00 shares of Industrial Select Sector SPDR(XLI), totaling $577,340.00. This investment constitutes 0.08% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0% of the outstanding Industrial Select Sector SPDR(XLI) stock.

The initial trade took place in 2021Q4. And since then Onyx Bridge Wealth Group LLC has made 7 purchases of XLI, at an average price of $117.56, for a total of 173,227.00 shares. In addition, there have been 7 sales at an average price of $127.59 for 168,822.00 shares. Based on historical transaction data and XLI's current price of $151.46, Onyx Bridge Wealth Group LLC's estimated gain on his XLI holdings is $1.84 Mil, reflecting a 9.05% gain to date.

Onyx Bridge Wealth Group LLC XLI ($151.46) Holding Chart

Onyx Bridge Wealth Group LLC XLI ($151.46) 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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