Connecticut Wealth Management, LLC Utilities Sector Spdr Transaction History

Connecticut Wealth Management, LLC

  • $2.11 Billion
  • Q4 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 26,220 shares of XLU stock, worth $2.1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
26,220
Previous 7,500 249.6%
Holding current value
$2.1 Million
Previous $605,000 227.93%
% of portfolio
0.09%
Previous 0.03%

Shares

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

Feb 18, 2025
BUY
$74.89 - $82.93 $1.4 Million - $1.55 Million
18,720 Added 249.6%
26,220 $1.98 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $421,425 - $494,699
7,500 New
7,500 $474,000

Others Institutions Holding XLU

# of Institutions
1,543
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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