Comprehensive Wealth Management, LLC Utilities Sector Spdr Transaction History

Comprehensive Wealth Management, LLC

  • $127 Million
  • Q1 2024

A detailed history of Comprehensive Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Comprehensive Wealth Management, LLC holds 11,765 shares of XLU stock, worth $829,197. This represents 0.61% of its overall portfolio holdings.

Number of Shares
11,765
Previous 10,199 15.35%
Holding current value
$829,197
Previous $645,000 19.69%
% of portfolio
0.61%
Previous 0.58%

Shares

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

May 01, 2024
BUY
$59.95 - $65.65 $93,881 - $102,807
1,566 Added 15.35%
11,765 $772,000
Q4 2023

Jan 12, 2024
SELL
$56.19 - $65.96 $15,845 - $18,600
-282 Reduced 2.69%
10,199 $645,000
Q3 2023

Jan 12, 2024
BUY
$58.83 - $68.46 $33,180 - $38,611
564 Added 5.69%
10,481 $617,000
Q2 2023

Jan 12, 2024
BUY
$64.34 - $69.97 $24,320 - $26,448
378 Added 3.96%
9,917 $648,000
Q1 2023

Jan 12, 2024
BUY
$63.7 - $72.08 $573 - $648
9 Added 0.09%
9,539 $645,000
Q4 2022

Jan 12, 2024
BUY
$65.75 - $72.67 $28,864 - $31,902
439 Added 4.83%
9,530 $671,000
Q3 2022

Jan 12, 2024
BUY
N/A
242 Added 2.73%
9,091 $0
Q2 2022

Jan 12, 2024
BUY
N/A
2,005 Added 29.3%
8,849 $0
Q1 2022

Jan 12, 2024
BUY
N/A
1,956 Added 40.02%
6,844 $0
Q4 2021

Jan 12, 2024
BUY
N/A
842 Added 20.81%
4,888 $0
Q3 2021

Jan 12, 2024
BUY
N/A
4,046 New
4,046 $0

Others Institutions Holding XLU

# of Institutions
1,280
Shares Held
141M
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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