Alterna Wealth Management, Inc Utilities Sector Spdr Transaction History

Alterna Wealth Management, Inc

  • $102 Million
  • Q1 2024

A detailed history of Alterna Wealth Management, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Alterna Wealth Management, Inc holds 5,053 shares of XLU stock, worth $346,736. This represents 0.33% of its overall portfolio holdings.

Number of Shares
5,053
Previous 3,900 29.56%
Holding current value
$346,736
Previous $246,000 34.55%
% of portfolio
0.33%
Previous 0.3%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
BUY
$59.95 - $65.65 $69,122 - $75,694
1,153 Added 29.56%
5,053 $331,000
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $219,141 - $257,243
3,900 New
3,900 $246,000

Others Institutions Holding XLU

# of Institutions
1,252
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

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