Number of Shares
2,628.00
Current Holdings Value*
$214,590.00
% of Portfolio
0.03%
Total Estimate Gain
$-315,449.72
% of Total Estimate Gain
-1.84%

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

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 2,628.00 shares of Consumer Staples Select Sector SPDR(XLP), totaling $214,590.00. This investment constitutes 0.03% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0% of the outstanding Consumer Staples Select Sector SPDR(XLP) stock.

The initial trade took place in 2022Q2. And since then Onyx Bridge Wealth Group LLC has made 2 purchases of XLP, at an average price of $79.21, for a total of 216,926.00 shares. In addition, there have been 2 sales at an average price of $77.72 for 214,298.00 shares. Based on historical transaction data and XLP's current price of $80.89, Onyx Bridge Wealth Group LLC's estimated gain on his XLP holdings is $-315,449.72, reflecting a -1.84% gain to date.

Onyx Bridge Wealth Group LLC XLP ($80.89) Holding Chart

Onyx Bridge Wealth Group LLC XLP ($80.89) 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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