New Wave Wealth Advisors LLC Utilities Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $223 Billion
  • Q1 2025

A detailed history of New Wave Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 16,143 shares of XLU stock, worth $1.32 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
16,143
Previous 31,438 48.65%
Holding current value
$1.32 Million
Previous $2.38 Billion 46.51%
% of portfolio
0.57%
Previous 0.98%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
SELL
$74.7 - $80.27 $1.14 Million - $1.23 Million
-15,295 Reduced 48.65%
16,143 $1.27 Billion
Q4 2024

Jan 23, 2025
BUY
$74.89 - $82.93 $47,854 - $52,992
639 Added 2.07%
31,438 $2.38 Billion
Q3 2024

Oct 23, 2024
BUY
$67.67 - $80.78 $862,724 - $1.03 Million
12,749 Added 70.63%
30,799 $2.49 Billion
Q2 2024

Aug 27, 2024
BUY
$62.77 - $72.87 $1.13 Million - $1.32 Million
18,050 New
18,050 $1.23 Billion

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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

Track New Wave Wealth Advisors LLC Portfolio

Follow New Wave 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email