Heritage Oak Wealth Advisors LLC Utilities Sector Spdr Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 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 2,900 shares of XLU stock, worth $232,783. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,900
Previous 30,799 90.58%
Holding current value
$232,783
Previous $2.49 Billion 91.18%
% of portfolio
0.1%
Previous 1.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$74.89 - $82.93 $2.09 Million - $2.31 Million
-27,899 Reduced 90.58%
2,900 $220 Million
Q3 2024

Oct 23, 2024
BUY
$67.67 - $80.78 $1.86 Million - $2.22 Million
27,484 Added 829.08%
30,799 $2.49 Billion
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
1,543
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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