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 $340,130. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,300
Previous 6,628 35.12%
Holding current value
$340,130
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
1,539
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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