Dynamic Wealth Strategies, LLC Utilities Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $119 Million
  • Q1 2025

A detailed history of Dynamic Wealth Strategies, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,563 shares of XLU stock, worth $360,020. This represents 0.3% of its overall portfolio holdings.

Number of Shares
4,563
Previous 4,729 3.51%
Holding current value
$360,020
Previous $357,000 0.56%
% of portfolio
0.3%
Previous 0.32%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
SELL
$74.7 - $80.27 $12,400 - $13,324
-166 Reduced 3.51%
4,563 $359,000
Q4 2024

Feb 13, 2025
BUY
$74.89 - $82.93 $25,762 - $28,527
344 Added 7.84%
4,729 $357,000
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $12,180 - $14,540
180 Added 4.28%
4,385 $354,000
Q2 2024

Aug 15, 2024
BUY
$62.77 - $72.87 $118,007 - $136,995
1,880 Added 80.86%
4,205 $287,000
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $138,544 - $151,717
2,311 Added 16507.14%
2,325 $153,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $786 - $923
14 New
14 $887,000

Others Institutions Holding XLU

# of Institutions
1,570
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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