Iron Horse Wealth Management, LLC Utilities Sector Spdr Transaction History

Iron Horse Wealth Management, LLC

  • $270 Million
  • Q3 2024

A detailed history of Iron Horse Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 545 shares of XLU stock, worth $42,967. This represents 0.02% of its overall portfolio holdings.

Number of Shares
545
Previous 445 22.47%
Holding current value
$42,967
Previous $30,000 46.67%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 22, 2024
BUY
$67.67 - $80.78 $6,767 - $8,078
100 Added 22.47%
545 $44,000
Q2 2024

Jul 22, 2024
BUY
$62.77 - $72.87 $25,108 - $29,148
400 Added 888.89%
445 $30,000
Q4 2022

Jan 19, 2023
BUY
$61.52 - $72.67 $2,768 - $3,270
45 New
45 $3,000
Q4 2020

Jan 14, 2021
BUY
$59.98 - $66.76 $2,699 - $3,004
45 New
45 $3,000

Others Institutions Holding XLU

# of Institutions
1,490
Shares Held
166M
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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