Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History

Moss Adams Wealth Advisors LLC

  • $913 Billion
  • Q3 2024

A detailed history of Moss Adams Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Moss Adams Wealth Advisors LLC holds 694,364 shares of XLU stock, worth $55 Million. This represents 6.14% of its overall portfolio holdings.

Number of Shares
694,364
Holding current value
$55 Million
% of portfolio
6.14%

Shares

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

Oct 17, 2024
BUY
$67.67 - $80.78 $47 Million - $56.1 Million
694,364 New
694,364 $56.1 Billion
Q2 2023

Dec 20, 2023
SELL
$64.34 - $69.97 $643 - $699
-10 Reduced 16.67%
50 $3.27 Million
Q1 2023

Dec 20, 2023
BUY
$63.7 - $72.08 $3,822 - $4,324
60 New
60 $4.06 Million

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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