Taylor & Morgan Wealth Management, LLC Utilities Sector Spdr Transaction History

Taylor & Morgan Wealth Management, LLC

  • $146 Million
  • Q3 2024

A detailed history of Taylor & Morgan Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Taylor & Morgan Wealth Management, LLC holds 5,405 shares of XLU stock, worth $412,996. This represents 0.3% of its overall portfolio holdings.

Number of Shares
5,405
Previous 5,368 0.69%
Holding current value
$412,996
Previous $365,000 19.45%
% of portfolio
0.3%
Previous 0.26%

Shares

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

Oct 24, 2024
BUY
$67.67 - $80.78 $2,503 - $2,988
37 Added 0.69%
5,405 $436,000
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $84,300 - $97,864
1,343 Added 33.37%
5,368 $365,000
Q1 2024

Apr 15, 2024
BUY
$59.95 - $65.65 $1,918 - $2,100
32 Added 0.8%
4,025 $264,000
Q4 2023

Jan 10, 2024
BUY
$56.19 - $65.96 $2,135 - $2,506
38 Added 0.96%
3,993 $252,000
Q3 2023

Oct 05, 2023
BUY
$58.83 - $68.46 $1,882 - $2,190
32 Added 0.82%
3,955 $233,000
Q2 2023

Jul 13, 2023
BUY
$64.34 - $69.97 $2,058 - $2,239
32 Added 0.82%
3,923 $256,000
Q1 2023

Apr 06, 2023
BUY
$63.7 - $72.08 $1,847 - $2,090
29 Added 0.75%
3,891 $263,000
Q4 2022

Jan 17, 2023
SELL
$61.52 - $72.67 $339,774 - $401,356
-5,523 Reduced 58.85%
3,862 $0
Q3 2022

Oct 12, 2022
BUY
$65.51 - $78.12 $269,573 - $321,463
4,115 Added 78.08%
9,385 $615,000
Q2 2022

Jul 08, 2022
BUY
$64.87 - $76.96 $2,529 - $3,001
39 Added 0.75%
5,270 $370,000
Q1 2022

Apr 18, 2022
BUY
$65.03 - $74.54 $2,211 - $2,534
34 Added 0.65%
5,231 $389,000
Q4 2021

Jan 21, 2022
BUY
$63.88 - $71.58 $331,984 - $372,001
5,197 New
5,197 $372,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
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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