Ica Group Wealth Management, LLC Utilities Sector Spdr Transaction History

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 18,492 shares of XLU stock, worth $1.48 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares
18,492
Previous 19,014 2.75%
Holding current value
$1.48 Million
Previous $1.25 Million 0.96%
% of portfolio
0.77%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$62.77 - $72.87 $32,765 - $38,038
-522 Reduced 2.75%
18,492 $1.26 Million
Q1 2024

May 14, 2024
SELL
$59.95 - $65.65 $24,159 - $26,456
-403 Reduced 2.08%
19,014 $1.25 Million
Q4 2023

Mar 07, 2024
SELL
$56.19 - $65.96 $198,182 - $232,640
-3,527 Reduced 15.37%
19,417 $1.23 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $28,650 - $33,340
487 Added 2.17%
22,944 $1.35 Million
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $195,593 - $212,708
3,040 Added 15.66%
22,457 $1.47 Million
Q1 2023

May 12, 2023
BUY
$63.7 - $72.08 $44,908 - $50,816
705 Added 3.77%
19,417 $1.31 Million
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $643,499 - $760,128
10,460 Added 126.76%
18,712 $1.32 Million
Q3 2022

Nov 10, 2022
BUY
$65.51 - $78.12 $275,010 - $327,947
4,198 Added 103.55%
8,252 $541,000
Q2 2022

Oct 03, 2022
BUY
$64.87 - $76.96 $81,736 - $96,969
1,260 Added 45.1%
4,054 $315,000
Q1 2022

Oct 03, 2022
BUY
$65.03 - $74.54 $181,693 - $208,264
2,794 New
2,794 $209,000

Others Institutions Holding XLU

# of Institutions
1,544
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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