Adapt Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Adapt Wealth Advisors, LLC

  • $187 Billion
  • Q3 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 85,784 shares of XLU stock, worth $6.55 Million. This represents 3.71% of its overall portfolio holdings.

Number of Shares
85,784
Previous 78,865 8.77%
Holding current value
$6.55 Million
Previous $5.37 Billion 28.95%
% of portfolio
3.71%
Previous 3.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $468,208 - $558,916
6,919 Added 8.77%
85,784 $6.93 Billion
Q2 2024

Aug 06, 2024
BUY
$62.77 - $72.87 $4.95 Million - $5.75 Million
78,865 New
78,865 $5.37 Billion

Others Institutions Holding XLU

# of Institutions
1,486
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
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