Hhm Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Hhm Wealth Advisors, LLC

  • $697 Million
  • Q3 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 435 shares of XLU stock, worth $35,013. This represents 0.01% of its overall portfolio holdings.

Number of Shares
435
Previous 300 45.0%
Holding current value
$35,013
Previous $20,000 75.0%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$67.67 - $80.78 $9,135 - $10,905
135 Added 45.0%
435 $35,000
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
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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