Turtle Creek Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Turtle Creek Wealth Advisors, LLC

  • $433 Billion
  • Q4 2024

A detailed history of Turtle Creek Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Turtle Creek Wealth Advisors, LLC holds 39,332 shares of XLU stock, worth $3.1 Million. This represents 0.69% of its overall portfolio holdings.

Number of Shares
39,332
Previous 51,915 24.24%
Holding current value
$3.1 Million
Previous $4.19 Billion 29.01%
% of portfolio
0.69%
Previous 0.84%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$74.89 - $82.93 $942,340 - $1.04 Million
-12,583 Reduced 24.24%
39,332 $2.98 Billion
Q3 2024

Nov 06, 2024
BUY
$67.67 - $80.78 $3.44 Million - $4.11 Million
50,882 Added 4925.65%
51,915 $4.19 Billion
Q1 2024

Apr 30, 2024
SELL
$59.95 - $65.65 $583,793 - $639,299
-9,738 Reduced 90.41%
1,033 $67.8 Million
Q4 2023

Jan 26, 2024
BUY
$56.19 - $65.96 $605,222 - $710,455
10,771 New
10,771 $682 Million

Others Institutions Holding XLU

# of Institutions
1,481
Shares Held
163M
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 Turtle Creek Wealth Advisors, LLC Portfolio

Follow Turtle Creek Wealth Advisors, 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 Turtle Creek Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Turtle Creek Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email