Hhm Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

  • $658 Million
  • Q2 2024

A detailed history of Hhm Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Hhm Wealth Advisors, LLC holds 300 shares of XLU stock, worth $24,126. This represents 0.0% of its overall portfolio holdings.

Number of Shares
300
Previous 300 -0.0%
Holding current value
$24,126
Previous $19,000 5.26%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 05, 2024
SELL
$56.19 - $65.96 $2,079 - $2,440
-37 Reduced 10.98%
300 $18,000
Q1 2023

May 02, 2023
BUY
$63.7 - $72.08 $2,356 - $2,666
37 Added 12.33%
337 $22,000
Q4 2022

Jan 19, 2023
BUY
$61.52 - $72.67 $18,456 - $21,801
300 New
300 $0
Q3 2020

Nov 12, 2020
SELL
$56.7 - $61.49 $7,087 - $7,686
-125 Closed
0 $0
Q1 2020

May 12, 2020
BUY
$44.93 - $70.98 $5,616 - $8,872
125 New
125 $7,000

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
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