Summit Wealth Partners, LLC Utilities Sector Spdr Transaction History

Summit Wealth Partners, LLC

  • $519 Billion
  • Q3 2024

A detailed history of Summit Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 3,741 shares of XLU stock, worth $292,995. This represents 0.06% of its overall portfolio holdings.

Number of Shares
3,741
Holding current value
$292,995
% of portfolio
0.06%

Shares

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

Oct 28, 2024
BUY
$67.67 - $80.78 $253,153 - $302,197
3,741 New
3,741 $302 Million

Others Institutions Holding XLU

# of Institutions
1,485
Shares Held
165M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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