Legacy Capital Wealth Partners, LLC Utilities Sector Spdr Transaction History

Legacy Capital Wealth Partners, LLC

  • $574 Million
  • Q3 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 6,628 shares of XLU stock, worth $506,909. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,628
Previous 4,116 61.03%
Holding current value
$506,909
Previous $280,000 91.07%
% of portfolio
0.09%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,486
Shares Held
180M
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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