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 $205,973. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,559
Previous 83,407 96.93%
Holding current value
$205,973
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
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