Number of Shares
239,343.00
Current Holdings Value*
$11.92 Mil
% of Portfolio
1.71%
Total Estimate Gain
$3.97 Mil
% of Total Estimate Gain
14.17%

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

As of 2025-03-31, Onyx Bridge Wealth Group LLC held 239,343.00 shares of Financial Select Sector SPDR(XLF), totaling $11.92 Mil. This investment constitutes 1.71% of their stock portfolio, and Onyx Bridge Wealth Group LLC now holds 0.02% of the outstanding Financial Select Sector SPDR(XLF) stock.

The initial trade took place in 2022Q4. And since then Onyx Bridge Wealth Group LLC has made 8 purchases of XLF, at an average price of $40.38, for a total of 694,677.00 shares. In addition, there have been 2 sales at an average price of $42.72 for 455,334.00 shares. Based on historical transaction data and XLF's current price of $52.54, Onyx Bridge Wealth Group LLC's estimated gain on his XLF holdings is $3.97 Mil, reflecting a 14.17% gain to date.

Onyx Bridge Wealth Group LLC XLF ($52.54) Holding Chart

Onyx Bridge Wealth Group LLC XLF ($52.54) 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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