A detailed history of Encompass More Asset Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Encompass More Asset Management holds 28,420 shares of XLU stock, worth $2.25 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
28,420
Previous 5,797 390.25%
Holding current value
$2.25 Million
Previous $468 Million 359.36%
% of portfolio
0.71%
Previous 0.18%

Shares

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

Jan 21, 2025

BUY
$74.89 - $82.93 $1.69 Million - $1.88 Million
22,623 Added 390.25%
28,420 $2.15 Billion
Q3 2024

Nov 14, 2024

SELL
$67.67 - $80.78 $7,714 - $9,208
-114 Reduced 1.93%
5,797 $468 Million
Q2 2024

Jul 26, 2024

BUY
$62.77 - $72.87 $125,477 - $145,667
1,999 Added 51.1%
5,911 $403 Million
Q1 2024

May 10, 2024

BUY
$59.95 - $65.65 $234,524 - $256,822
3,912 New
3,912 $257 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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