Talisman Wealth Advisors LLC Utilities Sector Spdr Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,057 shares of XLU stock, worth $383,876. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,057
Previous 4,741 6.67%
Holding current value
$383,876
Previous $311,000 10.61%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Aug 14, 2024
BUY
$62.77 - $72.87 $19,835 - $23,026
316 Added 6.67%
5,057 $344,000
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $44,842 - $49,106
748 Added 18.73%
4,741 $311,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $224,366 - $263,378
3,993 New
3,993 $252,000

Others Institutions Holding XLU

# of Institutions
1,364
Shares Held
151M
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
Track This Portfolio

Track Talisman Wealth Advisors LLC Portfolio

Follow Talisman Wealth Advisors 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 Talisman Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Talisman Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email