Evercore Wealth Management, LLC Utilities Sector Spdr Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 2,598 shares of XLU stock, worth $198,695. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,598

Holding current value

$198,695

% of portfolio

0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$67.67 - $80.78 $175,806 - $209,866	2,598 New	2,598 $209,000
Q4 2023 Feb 14, 2024	SELL	$56.19 - $65.96 $58,437 - $68,598	-1,040 Reduced 24.11%	3,273 $207,000
Q2 2023 Aug 04, 2023	BUY	$64.34 - $69.97 $86,859 - $94,459	1,350 Added 45.56%	4,313 $282,000
Q1 2023 May 15, 2023	BUY	$63.7 - $72.08 $188,743 - $213,573	2,963 New	2,963 $200,000
Q1 2020 May 14, 2020	SELL	$44.93 - $70.98 $140,855 - $222,522	-3,135 Closed	0 $0
Q4 2019 Feb 13, 2020	SELL	$61.37 - $64.82 $7,364 - $7,778	-120 Reduced 3.69%	3,135 $203,000
Q3 2019 Nov 14, 2019	BUY	$62.5 - $64.93 $203,437 - $211,347	3,255 New	3,255 $211,000
Q1 2018 May 15, 2018	SELL	N/A	-1,125 Closed	0 $0
Q4 2017 Feb 13, 2018	BUY	N/A	100 Added 9.76%	1,125 $59,000
Q3 2017 Nov 13, 2017	BUY	N/A	1,025	1,025 $55,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Evercore Wealth Management, LLC Utilities Sector Spdr Transaction History