A detailed history of Lifeworks Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 2,644 shares of XLU stock, worth $206,602. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,644
Holding current value
$206,602
% of portfolio
0.04%

Shares

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

Feb 07, 2025

BUY
$74.89 - $82.93 $198,009 - $219,266
2,644 New
2,644 $200,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Lifeworks Advisors, LLC Portfolio

Follow Lifeworks Advisors, 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 Lifeworks Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lifeworks Advisors, LLC with notifications on news.