Legacy Capital Wealth Partners, LLC Utilities Sector Spdr Transaction History

Legacy Capital Wealth Partners, LLC

  • $439 Million
  • Q4 2024

A detailed history of Legacy Capital Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 4,300 shares of XLU stock, worth $338,625. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,300
Previous 6,628 35.12%
Holding current value
$338,625
Previous $535,000 39.25%
% of portfolio
0.07%
Previous 0.09%

Shares

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

Jan 30, 2025
SELL
$74.89 - $82.93 $174,343 - $193,061
-2,328 Reduced 35.12%
4,300 $325,000
Q3 2024

Nov 04, 2024
BUY
$67.67 - $80.78 $169,987 - $202,919
2,512 Added 61.03%
6,628 $535,000
Q2 2024

Aug 01, 2024
BUY
$62.77 - $72.87 $258,361 - $299,932
4,116 New
4,116 $280,000

Others Institutions Holding XLU

# of Institutions
1,552
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
Track This Portfolio

Track Legacy Capital Wealth Partners, LLC Portfolio

Follow Legacy Capital Wealth Partners, 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 Capital Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Capital Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email