Sendero Wealth Management, LLC Utilities Sector Spdr Transaction History

Sendero Wealth Management, LLC

  • $615 Million
  • Q3 2024

A detailed history of Sendero Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Sendero Wealth Management, LLC holds 23,375 shares of XLU stock, worth $1.85 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
23,375
Previous 23,375 -0.0%
Holding current value
$1.85 Million
Previous $1.59 Million 18.59%
% of portfolio
0.31%
Previous 0.27%

Shares

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

Jul 12, 2024
SELL
$62.77 - $72.87 $78,964 - $91,670
-1,258 Reduced 5.11%
23,375 $1.59 Million
Q2 2023

Jul 20, 2023
BUY
$64.34 - $69.97 $1.58 Million - $1.72 Million
24,633 New
24,633 $1.61 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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