A detailed history of Legacy Wealth Managment, Llc/Id transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 21 shares of XLU stock, worth $1,685. This represents 0.0% of its overall portfolio holdings.

Number of Shares
21
Previous 111 81.08%
Holding current value
$1,685
Previous $8,000 87.5%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Feb 13, 2025

SELL
$74.89 - $82.93 $6,740 - $7,463
-90 Reduced 81.08%
21 $1,000
Q3 2024

Nov 15, 2024

BUY
$67.67 - $80.78 $7,511 - $8,966
111 New
111 $8,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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