Onyx Bridge Wealth Group LLC XLU Holdings History
Onyx Bridge Wealth Group LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Onyx Bridge Wealth Group LLC held 115,645.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $9.12 Mil. This investment constitutes 1.31% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.05% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2022Q3. And since then Onyx Bridge Wealth Group LLC has made 3 purchases of XLU, at an average price of $75.21, for a total of 337,286.00 shares. In addition, there have been 3 sales at an average price of $75.66 for 221,641.00 shares. Based on historical transaction data and XLU's current price of $83.75, Onyx Bridge Wealth Group LLC's estimated gain on his XLU holdings is $1.09 Mil, reflecting a 4.28% gain to date.
Onyx Bridge Wealth Group LLC XLU ($83.75) Holding Chart
Onyx Bridge Wealth Group LLC XLU ($83.75) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
