Legacy Wealth Planning, LLC Utilities Sector Spdr Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 3,115 shares of XLU stock, worth $268,450. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,115
Previous 3,315 6.03%
Holding current value
$268,450
Previous $232,000 12.07%
% of portfolio
0.34%
Previous 0.33%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
$65.51 - $78.12 $13,102 - $15,624
-200 Reduced 6.03%
3,115 $204,000
Q2 2022

Jul 26, 2022
BUY
$64.87 - $76.96 $215,044 - $255,122
3,315 New
3,315 $232,000

Others Institutions Holding XLU

# of Institutions
1,591
Shares Held
152M
Call Options Held
13.6M
Put Options Held
38.6M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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