A detailed history of Principia Wealth Advisory, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Principia Wealth Advisory, LLC holds 2 shares of XLU stock, worth $155. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2
Holding current value
$155
% of portfolio
0.0%

Shares

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

Apr 11, 2025

BUY
$74.7 - $80.27 $149 - $160
2 New
2 $152,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Principia Wealth Advisory, LLC Portfolio

Follow Principia Wealth Advisory, 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 Principia Wealth Advisory, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principia Wealth Advisory, LLC with notifications on news.