Gratus Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Gratus Wealth Advisors, LLC

  • $544 Billion
  • Q1 2024

A detailed history of Gratus Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 7,424 shares of XLU stock, worth $509,434. This represents 0.09% of its overall portfolio holdings.

Number of Shares
7,424
Previous 100,730 92.63%
Holding current value
$509,434
Previous $6.38 Billion 92.5%
% of portfolio
0.09%
Previous 1.26%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024
SELL
$59.95 - $65.65 $5.59 Million - $6.13 Million
-93,306 Reduced 92.63%
7,424 $478 Million
Q4 2023

May 09, 2024
BUY
$56.19 - $65.96 $5.66 Million - $6.64 Million
100,730 New
100,730 $6.38 Billion

Others Institutions Holding XLU

# of Institutions
1,252
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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