Wealth Advisors Of Iowa, LLC XLU Holdings History
Wealth Advisors of Iowa, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 164,286.00 shares of Utilities Select Sector SPDR ETF(XLU), totaling $12.95 Mil. This investment constitutes 5.57% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.07% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q3. And since then Wealth Advisors of Iowa, LLC has made 3 purchases of XLU, at an average price of $74.42, for a total of 164,286.00 shares. Based on historical transaction data and XLU's current price of $83.75, Wealth Advisors of Iowa, LLC's estimated gain on his XLU holdings is $1.53 Mil, reflecting a 12.53% gain to date.
Wealth Advisors of Iowa, LLC XLU ($83.75) Holding Chart
Wealth Advisors of Iowa, 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
