Concentrum Wealth Management Utilities Sector Spdr Transaction History

Concentrum Wealth Management

  • $284 Billion
  • Q4 2024

A detailed history of Concentrum Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concentrum Wealth Management holds 3,267 shares of XLU stock, worth $258,419. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,267
Previous 2,892 12.97%
Holding current value
$258,419
Previous $234 Million 5.84%
% of portfolio
0.09%
Previous 0.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$74.89 - $82.93 $28,083 - $31,098
375 Added 12.97%
3,267 $247 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $195,701 - $233,615
2,892 New
2,892 $234 Million
Q2 2022

Jul 28, 2022
BUY
$64.87 - $76.96 $14,466 - $17,162
223 Added 8.27%
2,918 $205,000
Q1 2022

May 06, 2022
BUY
$65.03 - $74.54 $175,255 - $200,885
2,695 New
2,695 $201,000

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Concentrum Wealth Management Portfolio

Follow Concentrum Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Concentrum Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Concentrum Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email