PRIMORIS WEALTH ADVISORS, LLC XLU Holdings History
PRIMORIS WEALTH ADVISORS, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, PRIMORIS WEALTH ADVISORS, LLC held 15,998.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $1.26 Mil. This investment constitutes 0.98% of their stock portfolio, and PRIMORIS WEALTH ADVISORS, LLC now holds 0.01% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2021Q4. And since then PRIMORIS WEALTH ADVISORS, LLC has made 8 purchases of XLU, at an average price of $69.01, for a total of 114,631.00 shares. In addition, there have been 5 sales at an average price of $72.32 for 98,633.00 shares. Based on historical transaction data and XLU's current price of $84.37, PRIMORIS WEALTH ADVISORS, LLC's estimated gain on his XLU holdings is $571,913.33, reflecting a 7.23% gain to date.
PRIMORIS WEALTH ADVISORS, LLC XLU ($84.37) Holding Chart
PRIMORIS WEALTH ADVISORS, LLC XLU ($84.37) 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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