WorthPointe, LLC XLU Holdings History
WorthPointe, LLC's Utilities Select Sector SPDR ETF Holding Summary
As of 2025-03-31, WorthPointe, LLC held - shares of Utilities Select Sector SPDR ETF(XLU), totaling N/A. This investment constitutes 0% of their stock portfolio, and WorthPointe, LLC now holds 0% of the outstanding Utilities Select Sector SPDR ETF(XLU) stock.
The initial trade took place in 2024Q3. And since then WorthPointe, LLC has made 1 purchases of XLU, at an average price of $74.19, for a total of 17,279.00 shares. In addition, there have been 2 sales at an average price of $78.17 for 17,279.00 shares. Based on historical transaction data and XLU's current price of $85.05, WorthPointe, LLC's estimated gain on his XLU holdings is $68,757.80, reflecting a 5.36% gain to date.
WorthPointe, LLC XLU ($85.05) Holding Chart
WorthPointe, LLC XLU ($85.05) 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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