A detailed history of 49 Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, 49 Wealth Management, LLC holds 2,559 shares of XLU stock, worth $195,533. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,559
Previous 83,407 96.93%
Holding current value
$195,533
Previous $5.64 Billion 96.34%
% of portfolio
0.03%
Previous 1.11%

Shares

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

Nov 12, 2024

SELL
$67.67 - $80.78 $5.47 Million - $6.53 Million
-80,848 Reduced 96.93%
2,559 $207 Million
Q2 2024

Jul 30, 2024

BUY
$62.77 - $72.87 $5.24 Million - $6.08 Million
83,407 New
83,407 $5.64 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track 49 Wealth Management, LLC Portfolio

Follow 49 Wealth Management, 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 49 Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on 49 Wealth Management, LLC with notifications on news.