Journey Strategic Wealth LLC Utilities Sector Spdr Transaction History

Journey Strategic Wealth LLC

  • $2.65 Billion
  • Q4 2024

A detailed history of Journey Strategic Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 26,531 shares of XLU stock, worth $2.1 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
26,531
Previous 15,874 67.13%
Holding current value
$2.1 Million
Previous $1.28 Million 56.63%
% of portfolio
0.08%
Previous 0.05%

Shares

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

Jan 24, 2025
BUY
$74.89 - $82.93 $798,102 - $883,785
10,657 Added 67.13%
26,531 $2.01 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $790,994 - $944,237
11,689 Added 279.31%
15,874 $1.28 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $262,692 - $304,960
4,185 New
4,185 $285,000
Q1 2022

May 16, 2022
SELL
$65.03 - $74.54 $181,368 - $207,892
-2,789 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $178,161 - $199,636
2,789 New
2,789 $200,000

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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