A detailed history of New Wave Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 30,799 shares of XLU stock, worth $2.35 Million. This represents 1.15% of its overall portfolio holdings.

Number of Shares
30,799
Previous 18,050 70.63%
Holding current value
$2.35 Million
Previous $1.23 Billion 102.28%
% of portfolio
1.15%
Previous 0.66%

Shares

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

Oct 23, 2024

BUY
$67.67 - $80.78 $862,724 - $1.03 Million
12,749 Added 70.63%
30,799 $2.49 Billion
Q2 2024

Aug 27, 2024

BUY
$62.77 - $72.87 $1.13 Million - $1.32 Million
18,050 New
18,050 $1.23 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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