A detailed history of Traphagen Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Traphagen Investment Advisors LLC holds 3,494 shares of XLU stock, worth $269,072. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,494
Holding current value
$269,072
% of portfolio
0.03%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025

BUY
$74.89 - $82.93 $261,665 - $289,757
3,494 New
3,494 $264,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Traphagen Investment Advisors LLC Portfolio

Follow Traphagen Investment 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 Traphagen Investment Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Traphagen Investment Advisors LLC with notifications on news.