Moss Adams Wealth Advisors LLC Utilities Sector Spdr Transaction History

Moss Adams Wealth Advisors LLC

  • $946 Billion
  • Q4 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 721,541 shares of XLU stock, worth $57.9 Million. This represents 5.77% of its overall portfolio holdings.

Number of Shares
721,541
Previous 694,364 3.91%
Holding current value
$57.9 Million
Previous $56.1 Billion 2.63%
% of portfolio
5.77%
Previous 6.14%

Shares

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

Jan 15, 2025
BUY
$74.89 - $82.93 $2.04 Million - $2.25 Million
27,177 Added 3.91%
721,541 $54.6 Billion
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
1,543
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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

Track Moss Adams Wealth Advisors LLC Portfolio

Follow Moss Adams Wealth 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 Moss Adams Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Moss Adams Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email