Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 03, 2023

SELL
$64.34 - $69.97 $1.44 Million - $1.57 Million
-22,433 Reduced 67.42%
10,841 $723,000
Q1 2023

Apr 26, 2023

BUY
$63.7 - $72.08 $2.12 Million - $2.4 Million
33,274 New
33,274 $2.29 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Rooted Wealth Advisors, Inc. Portfolio

Follow Rooted Wealth Advisors, Inc. 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 Rooted Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Rooted Wealth Advisors, Inc. with notifications on news.