Iams Wealth Management, LLC Utilities Sector Spdr Transaction History

Iams Wealth Management, LLC

  • $219 Billion
  • Q4 2024

A detailed history of Iams Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iams Wealth Management, LLC holds 3,509 shares of XLU stock, worth $277,561. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,509
Previous 3,032 15.73%
Holding current value
$277,561
Previous $245 Million 8.44%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
BUY
$74.89 - $82.93 $35,722 - $39,557
477 Added 15.73%
3,509 $266 Million
Q3 2024

Oct 11, 2024
BUY
$67.67 - $80.78 $205,175 - $244,924
3,032 New
3,032 $245 Million

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

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