A detailed history of Fsc Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 1 shares of XLU stock, worth $80. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1
Previous 1 -0.0%
Holding current value
$80
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 17, 2023

SELL
$61.52 - $72.67 $61 - $72
-1 Reduced 50.0%
1 $0
Q3 2022

Oct 13, 2022

BUY
$65.51 - $78.12 $65 - $78
1 Added 100.0%
2 $0
Q1 2022

May 09, 2022

SELL
$65.03 - $74.54 $5.49 Million - $6.29 Million
-84,359 Reduced 100.0%
1 $0
Q4 2021

Apr 28, 2022

BUY
$63.88 - $71.58 $5.39 Million - $6.04 Million
84,360 New
84,360 $6.04 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Fsc Wealth Advisors, LLC Portfolio

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

News

Stay updated on Fsc Wealth Advisors, LLC with notifications on news.