Waterway Wealth Management, LLC Utilities Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $204 Billion
  • Q2 2024

A detailed history of Waterway Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 10,722 shares of XLU stock, worth $871,805. This represents 0.36% of its overall portfolio holdings.

Number of Shares
10,722
Previous 6,656 61.09%
Holding current value
$871,805
Previous $437 Million 67.2%
% of portfolio
0.36%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 25, 2024
BUY
$62.77 - $72.87 $255,222 - $296,289
4,066 Added 61.09%
10,722 $731 Million
Q1 2024

Apr 18, 2024
SELL
$59.95 - $65.65 $14,328 - $15,690
-239 Reduced 3.47%
6,656 $437 Million
Q4 2023

Jan 17, 2024
BUY
$56.19 - $65.96 $387,430 - $454,794
6,895 New
6,895 $437 Million

Others Institutions Holding XLU

# of Institutions
1,369
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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