Bright Futures Wealth Management, Llc. Utilities Sector Spdr Transaction History

Bright Futures Wealth Management, Llc.

  • $198 Million
  • Q3 2024

A detailed history of Bright Futures Wealth Management, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bright Futures Wealth Management, Llc. holds 14,643 shares of XLU stock, worth $1.16 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares
14,643
Previous 11,400 28.45%
Holding current value
$1.16 Million
Previous $776,000 52.32%
% of portfolio
0.6%
Previous 0.38%

Shares

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

Oct 31, 2024
BUY
$67.67 - $80.78 $219,453 - $261,969
3,243 Added 28.45%
14,643 $1.18 Million
Q2 2024

Aug 07, 2024
BUY
$62.77 - $72.87 $195,779 - $227,281
3,119 Added 37.66%
11,400 $776,000
Q1 2024

Jun 28, 2024
BUY
$59.95 - $65.65 $496,445 - $543,647
8,281 New
8,281 $571 Million

Others Institutions Holding XLU

# of Institutions
1,481
Shares Held
180M
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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