Connecticut Wealth Management, LLC Utilities Sector Spdr Transaction History

Connecticut Wealth Management, LLC

  • $2.06 Billion
  • Q3 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 7,500 shares of XLU stock, worth $621,750. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,500
Previous 7,500 -0.0%
Holding current value
$621,750
Previous $511,000 18.4%
% of portfolio
0.03%
Previous 0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,484
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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