Dynamic Wealth Strategies, LLC Utilities Sector Spdr Transaction History

Dynamic Wealth Strategies, LLC

  • $123 Million
  • Q3 2024

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 4,385 shares of XLU stock, worth $357,158. This represents 0.29% of its overall portfolio holdings.

Number of Shares
4,385
Previous 4,205 4.28%
Holding current value
$357,158
Previous $287,000 23.34%
% of portfolio
0.29%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Dynamic Wealth Strategies, LLC Portfolio

Follow Dynamic Wealth Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dynamic Wealth Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynamic Wealth Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email