Buska Wealth Management, LLC Utilities Sector Spdr Transaction History

Buska Wealth Management, LLC

$312 Billion
Q4 2024

A detailed history of Buska Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Buska Wealth Management, LLC holds 3,548 shares of XLU stock, worth $274,224. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,548

Previous 3,996 11.21%

Holding current value

$274,224

Previous $323 Million 16.79%

% of portfolio

0.09%

Previous 0.11%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 04, 2025	SELL	$74.89 - $82.93 $33,550 - $37,152	-448 Reduced 11.21%	3,548 $269 Million
Q3 2024 Jan 10, 2025	SELL	$67.67 - $80.78 $8,797 - $10,501	-130 Reduced 3.15%	3,996 $323 Million
Q3 2024 Jan 08, 2025	SELL	$67.67 - $80.78 $33,970 - $40,551	-502 Reduced 12.4%	3,548 $286,000
Q2 2024 Jan 10, 2025	BUY	$62.77 - $72.87 $36,281 - $42,118	578 Added 16.29%	4,126 $281 Million
Q2 2024 Oct 01, 2024	SELL	$62.77 - $72.87 $8,160 - $9,473	-130 Reduced 3.11%	4,050 $327 Million
Q1 2024 Jan 10, 2025	BUY	$59.95 - $65.65 $328,825 - $360,090	5,485 Added 137.26%	9,481 $622 Million
Q1 2024 Jul 01, 2024	BUY	$59.95 - $65.65 $250,591 - $274,417	4,180 New	4,180 $285 Million

Others Institutions Holding XLU

# of Institutions

1,549

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Buska Wealth Management, LLC Utilities Sector Spdr Transaction History