Org Wealth Partners, LLC Utilities Sector Spdr Transaction History

Org Wealth Partners, LLC

  • $221 Million
  • Q1 2025

A detailed history of Org Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Org Wealth Partners, LLC holds 330 shares of XLU stock, worth $27,033. This represents 0.01% of its overall portfolio holdings.

Number of Shares
330
Previous 330 -0.0%
Holding current value
$27,033
Previous $24,000 8.33%
% of portfolio
0.01%
Previous 0.02%

Shares

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

Oct 11, 2024
BUY
$67.67 - $80.78 $22,331 - $26,657
330 New
330 $26.7 Million

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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

Track Org Wealth Partners, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email