Dynasty Wealth Management, LLC Utilities Sector Spdr Transaction History

Dynasty Wealth Management, LLC

  • $3.31 Trillion
  • Q3 2024

A detailed history of Dynasty Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynasty Wealth Management, LLC holds 332,051 shares of XLU stock, worth $26.3 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
332,051
Holding current value
$26.3 Million
% of portfolio
0.81%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $22.5 Million - $26.8 Million
332,051 New
332,051 $26.8 Billion

Others Institutions Holding XLU

# of Institutions
1,481
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
Track This Portfolio

Track Dynasty Wealth Management, LLC Portfolio

Follow Dynasty Wealth Management, LLC 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 Dynasty Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Dynasty Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email