Lodestone Wealth Management LLC Utilities Sector Spdr Transaction History

Lodestone Wealth Management LLC

  • $200 Billion
  • Q3 2024

A detailed history of Lodestone Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 3,139 shares of XLU stock, worth $239,850. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,139
Previous 6,410 51.03%
Holding current value
$239,850
Previous $437 Million 41.94%
% of portfolio
0.13%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 29, 2024
SELL
$67.67 - $80.78 $221,348 - $264,231
-3,271 Reduced 51.03%
3,139 $254 Million
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $7,971 - $9,254
127 Added 2.02%
6,410 $437 Million
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $10,491 - $11,488
175 Added 2.87%
6,283 $412 Million
Q4 2023

Jan 24, 2024
BUY
$56.19 - $65.96 $343,208 - $402,883
6,108 New
6,108 $387 Million
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $1,210 - $1,369
19 Added 0.41%
4,631 $313 Million
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $283,730 - $335,154
4,612 New
4,612 $325 Million

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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