Premier Path Wealth Partners, LLC Utilities Sector Spdr Transaction History

Premier Path Wealth Partners, LLC

  • $643 Billion
  • Q1 2025

A detailed history of Premier Path Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 26,450 shares of XLU stock, worth $2.17 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
26,450
Previous 26,968 1.92%
Holding current value
$2.17 Million
Previous $2.04 Billion 2.18%
% of portfolio
0.32%
Previous 0.31%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
SELL
$74.7 - $80.27 $38,694 - $41,579
-518 Reduced 1.92%
26,450 $2.09 Billion
Q4 2024

Jan 15, 2025
BUY
$74.89 - $82.93 $179,136 - $198,368
2,392 Added 9.73%
26,968 $2.04 Billion
Q3 2024

Oct 15, 2024
BUY
$67.67 - $80.78 $115,039 - $137,326
1,700 Added 7.43%
24,576 $1.99 Billion
Q2 2024

Jul 24, 2024
SELL
$62.77 - $72.87 $113,802 - $132,113
-1,813 Reduced 7.34%
22,876 $1.56 Billion
Q1 2024

Apr 24, 2024
BUY
$59.95 - $65.65 $255,926 - $280,259
4,269 Added 20.91%
24,689 $1.62 Billion
Q4 2023

Jan 12, 2024
BUY
$56.19 - $65.96 $1.15 Million - $1.35 Million
20,420 New
20,420 $1.31 Billion

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
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