Number of Shares
89,285.00
Current Holdings Value*
$4.95 Mil
% of Portfolio
3.07%
Total Estimate Gain
$2.78 Mil
% of Total Estimate Gain
57.25%

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's Utilities Select Sector SPDR ETF Holding Summary

As of 2020-03-31, VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC held 89,285.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $4.95 Mil. This investment constitutes 3.07% of their stock portfolio, and VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC now holds 0.04% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.

The initial trade took place in 2018Q2. And since then VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC has made 4 purchases of XLU, at an average price of $52.69, for a total of 92,048.00 shares. In addition, there have been 4 sales at an average price of $53.80 for 2,763.00 shares. Based on historical transaction data and XLU's current price of $83.75, VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC's estimated gain on his XLU holdings is $2.78 Mil, reflecting a 57.25% gain to date.

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC XLU ($83.75) Holding Chart

VICKERMAN & DRISCOLL FINANCIAL ADVISORS INC 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