Axxcess Wealth Management, LLC Utilities Sector Spdr Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 30,894 shares of XLU stock, worth $2.45 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
30,894
Previous 24,729 24.93%
Holding current value
$2.45 Million
Previous $1.62 Million 29.7%
% of portfolio
0.06%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$62.77 - $72.87 $386,977 - $449,243
6,165 Added 24.93%
30,894 $2.11 Million
Q1 2024

May 14, 2024
SELL
$59.95 - $65.65 $31,893 - $34,925
-532 Reduced 2.11%
24,729 $1.62 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $798,010 - $936,763
14,202 Added 128.42%
25,261 $1.6 Million
Q3 2023

Nov 14, 2023
BUY
$58.83 - $68.46 $111,424 - $129,663
1,894 Added 20.67%
11,059 $651,000
Q2 2023

Aug 08, 2023
SELL
$64.34 - $69.97 $67,685 - $73,608
-1,052 Reduced 10.3%
9,165 $599,000
Q1 2023

May 03, 2023
SELL
$63.7 - $72.08 $2.72 Million - $3.08 Million
-42,684 Reduced 80.69%
10,217 $691,000
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $479,979 - $566,971
-7,802 Reduced 12.85%
52,901 $3.73 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $1.34 Million - $1.6 Million
20,436 Added 50.75%
60,703 $3.98 Million
Q2 2022

Aug 11, 2022
BUY
$64.87 - $76.96 $1.42 Million - $1.69 Million
21,954 Added 119.88%
40,267 $2.82 Million
Q1 2022

Aug 11, 2022
BUY
$65.03 - $74.54 $937,732 - $1.07 Million
14,420 Added 370.41%
18,313 $1.36 Million
Q4 2021

Aug 11, 2022
BUY
$63.88 - $71.58 $248,684 - $278,660
3,893 New
3,893 $279,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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