Lionsbridge Wealth Management LLC Utilities Sector Spdr Transaction History

Lionsbridge Wealth Management LLC

  • $109 Million
  • Q4 2024

A detailed history of Lionsbridge Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lionsbridge Wealth Management LLC holds 22,933 shares of XLU stock, worth $1.81 Million. This represents 1.59% of its overall portfolio holdings.

Number of Shares
22,933
Previous 24,763 7.39%
Holding current value
$1.81 Million
Previous $2 Million 13.25%
% of portfolio
1.59%
Previous 1.76%

Shares

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

Jan 16, 2025
SELL
$74.89 - $82.93 $137,048 - $151,761
-1,830 Reduced 7.39%
22,933 $1.74 Million
Q3 2024

Nov 01, 2024
SELL
$67.67 - $80.78 $22,872 - $27,303
-338 Reduced 1.35%
24,763 $2 Million
Q2 2024

Jul 15, 2024
BUY
$62.77 - $72.87 $1.58 Million - $1.83 Million
25,101 New
25,101 $1.71 Million
Q1 2020

Apr 29, 2020
SELL
$44.93 - $70.98 $9,390 - $14,834
-209 Closed
0 $0
Q4 2019

Feb 18, 2020
BUY
$61.37 - $64.82 $12,826 - $13,547
209 New
209 $13,000

Others Institutions Holding XLU

# of Institutions
1,490
Shares Held
166M
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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