M3 Advisory Group, LLC Utilities Sector Spdr Transaction History

M3 Advisory Group, LLC

  • $136 Billion
  • Q3 2024

A detailed history of M3 Advisory Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, M3 Advisory Group, LLC holds 8,000 shares of XLU stock, worth $621,520. This represents 0.47% of its overall portfolio holdings.

Number of Shares
8,000
Previous 7,922 0.98%
Holding current value
$621,520
Previous $540 Million 19.72%
% of portfolio
0.47%
Previous 0.44%

Shares

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

Oct 17, 2024
BUY
$67.67 - $80.78 $5,278 - $6,300
78 Added 0.98%
8,000 $646 Million
Q2 2024

Jul 19, 2024
SELL
$62.77 - $72.87 $49,462 - $57,421
-788 Reduced 9.05%
7,922 $540 Million
Q1 2024

Apr 29, 2024
BUY
$59.95 - $65.65 $1,558 - $1,706
26 Added 0.3%
8,710 $572 Million
Q4 2023

Mar 19, 2024
BUY
$56.19 - $65.96 $487,953 - $572,796
8,684 New
8,684 $550 Million

Others Institutions Holding XLU

# of Institutions
1,431
Shares Held
170M
Call Options Held
21.4M
Put Options Held
26.4M
View Full List

About UTILITIES SECTOR SPDR

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

Track M3 Advisory Group, LLC Portfolio

Follow M3 Advisory Group, 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 M3 Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on M3 Advisory Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email