True Wealth Advisors, LLC Utilities Sector Spdr Transaction History

True Wealth Advisors, LLC

  • $262 Million
  • Q4 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 5,945 shares of XLU stock, worth $466,028. This represents 0.17% of its overall portfolio holdings.

Number of Shares
5,945
Previous 8,708 31.73%
Holding current value
$466,028
Previous $703,000 36.13%
% of portfolio
0.17%
Previous 0.26%

Shares

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

Jan 15, 2025
SELL
$74.89 - $82.93 $206,921 - $229,135
-2,763 Reduced 31.73%
5,945 $449,000
Q3 2024

Oct 29, 2024
SELL
$67.67 - $80.78 $72,542 - $86,596
-1,072 Reduced 10.96%
8,708 $703,000
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
1,494
Shares Held
158M
Call Options Held
13.2M
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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