Accurate Wealth Management, LLC Utilities Sector Spdr Transaction History

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 3,389 shares of XLU stock, worth $260,986. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,389
Previous 97,752 96.53%
Holding current value
$260,986
Previous $7.9 Million 96.76%
% of portfolio
0.05%
Previous 1.7%

Shares

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

Jan 14, 2025
SELL
$74.89 - $82.93 $7.07 Million - $7.83 Million
-94,363 Reduced 96.53%
3,389 $256,000
Q3 2024

Oct 17, 2024
SELL
$67.67 - $80.78 $1.36 Million - $1.63 Million
-20,154 Reduced 17.09%
97,752 $7.9 Million
Q2 2024

Jul 17, 2024
BUY
$62.77 - $72.87 $7.4 Million - $8.59 Million
117,906 New
117,906 $8.03 Million
Q4 2022

Jan 11, 2023
BUY
$61.52 - $72.67 $130,114 - $153,697
2,115 New
2,115 $0

Others Institutions Holding XLU

# of Institutions
1,489
Shares Held
168M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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