Ever Source Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Ever Source Wealth Advisors, LLC

  • $1.5 Billion
  • Q2 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 504 shares of XLU stock, worth $40,531. This represents 0.0% of its overall portfolio holdings.

Number of Shares
504
Previous 530 4.91%
Holding current value
$40,531
Previous $34,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $1,632 - $1,894
-26 Reduced 4.91%
504 $34,000
Q1 2024

Jun 11, 2024
BUY
$59.95 - $65.65 $19,783 - $21,664
330 Added 165.0%
530 $34,000
Q4 2023

Feb 09, 2024
SELL
$56.19 - $65.96 $98,276 - $115,364
-1,749 Reduced 89.74%
200 $12,000
Q3 2023

Nov 03, 2023
SELL
$58.83 - $68.46 $58 - $68
-1 Reduced 0.05%
1,949 $114,000
Q2 2023

Aug 04, 2023
SELL
$64.34 - $69.97 $28,116 - $30,576
-437 Reduced 18.31%
1,950 $127,000
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $138,866 - $157,134
2,180 Added 1053.14%
2,387 $161,000
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $12,734 - $15,042
207 New
207 $14,000
Q2 2022

Aug 01, 2022
SELL
$64.87 - $76.96 $8,433 - $10,004
-130 Closed
0 $0
Q1 2022

May 25, 2022
SELL
$65.03 - $74.54 $2,471 - $2,832
-38 Reduced 22.62%
130 $10,000
Q4 2021

Feb 07, 2022
BUY
$63.88 - $71.58 $10,731 - $12,025
168 New
168 $12,000

Others Institutions Holding XLU

# of Institutions
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email