Legacy Advisors, LLC Utilities Sector Spdr Transaction History

Legacy Advisors, LLC

  • $978 Million
  • Q4 2024

A detailed history of Legacy Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Advisors, LLC holds 3,040 shares of XLU stock, worth $237,059. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,040
Holding current value
$237,059
% of portfolio
0.02%

Shares

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

Feb 14, 2025
BUY
$74.89 - $82.93 $227,665 - $252,107
3,040 New
3,040 $230,000
Q3 2019

Oct 10, 2019
SELL
$62.5 - $64.93 $3,250 - $3,376
-52 Closed
0 $0
Q1 2019

Apr 08, 2019
BUY
N/A
52 New
52 $3,000

Others Institutions Holding XLU

# of Institutions
1,551
Shares Held
152M
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
Track This Portfolio

Track Legacy Advisors, LLC Portfolio

Follow Legacy Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email