Omnia Family Wealth, LLC Utilities Sector Spdr Transaction History

Omnia Family Wealth, LLC

  • $235 Million
  • Q2 2024

A detailed history of Omnia Family Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Omnia Family Wealth, LLC holds 59,133 shares of XLU stock, worth $4.69 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
59,133
Holding current value
$4.69 Million
% of portfolio
1.71%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $3.71 Million - $4.31 Million
59,133 New
59,133 $4.03 Million
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $3.55 Million - $4.02 Million
55,718 New
55,718 $3.77 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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