Heritage Oak Wealth Advisors LLC Utilities Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $198 Billion
  • Q2 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 3,315 shares of XLU stock, worth $259,929. This represents 0.11% of its overall portfolio holdings.

Number of Shares
3,315
Holding current value
$259,929
% of portfolio
0.11%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 28, 2024
BUY
$62.77 - $72.87 $208,082 - $241,564
3,315 New
3,315 $226 Million

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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