A detailed history of Foguth Wealth Management, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 27,070 shares of XLU stock, worth $2.07 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares
27,070
Previous 29,292 7.59%
Holding current value
$2.07 Million
Previous $2 Billion 7.79%
% of portfolio
0.78%
Previous 0.88%

Shares

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

Oct 09, 2024

SELL
$67.67 - $80.78 $150,362 - $179,493
-2,222 Reduced 7.59%
27,070 $2.15 Billion
Q2 2024

Jul 16, 2024

BUY
$62.77 - $72.87 $1.3 Million - $1.51 Million
20,763 Added 243.44%
29,292 $2 Billion
Q1 2024

Apr 17, 2024

BUY
$59.95 - $65.65 $511,313 - $559,928
8,529 New
8,529 $560 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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