True Wealth Advisors, LLC Utilities Sector Spdr Transaction History

True Wealth Advisors, LLC

$249 Million
Q2 2024

A detailed history of True Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, True Wealth Advisors, LLC holds 9,780 shares of XLU stock, worth $795,211. This represents 0.27% of its overall portfolio holdings.

Number of Shares

9,780

Previous 8,981 8.9%

Holding current value

$795,211

Previous $589,000 13.07%

% of portfolio

0.27%

Previous 0.25%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 24, 2024	BUY	$62.77 - $72.87 $50,153 - $58,223	799 Added 8.9%	9,780 $666,000
Q1 2024 Apr 23, 2024	BUY	$59.95 - $65.65 $21,222 - $23,240	354 Added 4.1%	8,981 $589,000
Q4 2023 Feb 08, 2024	BUY	$56.19 - $65.96 $66,866 - $78,492	1,190 Added 16.0%	8,627 $546,000
Q3 2023 Nov 07, 2023	BUY	$58.83 - $68.46 $22,178 - $25,809	377 Added 5.34%	7,437 $438,000
Q2 2023 Jul 31, 2023	SELL	$64.34 - $69.97 $17,114 - $18,612	-266 Reduced 3.63%	7,060 $462,000
Q1 2023 Apr 19, 2023	BUY	$63.7 - $72.08 $24,014 - $27,174	377 Added 5.43%	7,326 $495,000
Q4 2022 Jan 23, 2023	BUY	$61.52 - $72.67 $186,159 - $219,899	3,026 Added 77.13%	6,949 $0
Q3 2022 Oct 21, 2022	BUY	$65.51 - $78.12 $256,995 - $306,464	3,923 New	3,923 $257,000

Others Institutions Holding XLU

# of Institutions

1,368

Shares Held

151M

Call Options Held

21.4M

Put Options Held

26.5M

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

More about XLU

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True Wealth Advisors, LLC Utilities Sector Spdr Transaction History