Lumature Wealth Partners, LLC Utilities Sector Spdr Transaction History

Lumature Wealth Partners, LLC

  • $168 Million
  • Q2 2023

A detailed history of Lumature Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lumature Wealth Partners, LLC holds 3,686 shares of XLU stock, worth $338,706. This represents 0.14% of its overall portfolio holdings.

Number of Shares
3,686
Previous 2,451 50.39%
Holding current value
$338,706
Previous $165,000 46.06%
% of portfolio
0.14%
Previous 0.09%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $79,459 - $86,412
1,235 Added 50.39%
3,686 $241,000
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $7,580 - $8,577
-119 Reduced 4.63%
2,451 $165,000
Q4 2022

Feb 14, 2023
SELL
$61.52 - $72.67 $34,512 - $40,767
-561 Reduced 17.92%
2,570 $181,000
Q3 2022

Nov 10, 2022
SELL
$65.51 - $78.12 $524 - $624
-8 Reduced 0.25%
3,131 $205,000
Q2 2022

Aug 10, 2022
BUY
$64.87 - $76.96 $23,288 - $27,628
359 Added 12.91%
3,139 $220,000
Q1 2022

May 13, 2022
BUY
$65.03 - $74.54 $6,242 - $7,155
96 Added 3.58%
2,780 $207,000
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $8,751 - $9,806
137 Added 5.38%
2,684 $192,000
Q3 2021

Oct 29, 2021
BUY
$63.56 - $70.07 $21,864 - $24,104
344 Added 15.62%
2,547 $163,000
Q2 2021

Aug 10, 2021
BUY
$63.23 - $67.72 $24,596 - $26,343
389 Added 21.44%
2,203 $139,000
Q1 2021

May 11, 2021
BUY
$58.36 - $64.15 $54,449 - $59,851
933 Added 105.9%
1,814 $116,000
Q4 2020

Feb 08, 2021
BUY
$59.98 - $66.76 $52,842 - $58,815
881 New
881 $55,000

Others Institutions Holding XLU

# of Institutions
1,645
Shares Held
155M
Call Options Held
15.4M
Put Options Held
35.9M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Lumature Wealth Partners, LLC Portfolio

Follow Lumature Wealth Partners, 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 Lumature Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lumature Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email