New Wave Wealth Advisors LLC Utilities Sector Spdr Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

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 31,438 shares of XLU stock, worth $2.52 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
31,438
Previous 30,799 2.07%
Holding current value
$2.52 Million
Previous $2.49 Billion 4.36%
% of portfolio
0.98%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,544
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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