Waterway Wealth Management, LLC Utilities Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $233 Billion
  • Q3 2024

A detailed history of Waterway Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Waterway Wealth Management, LLC holds 15,031 shares of XLU stock, worth $1.15 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
15,031
Previous 10,722 40.19%
Holding current value
$1.15 Million
Previous $731 Million 66.19%
% of portfolio
0.52%
Previous 0.36%

Shares

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

Oct 21, 2024
BUY
$67.67 - $80.78 $291,590 - $348,081
4,309 Added 40.19%
15,031 $1.21 Billion
Q2 2024

Jul 25, 2024
BUY
$62.77 - $72.87 $255,222 - $296,289
4,066 Added 61.09%
10,722 $731 Million
Q1 2024

Apr 18, 2024
SELL
$59.95 - $65.65 $14,328 - $15,690
-239 Reduced 3.47%
6,656 $437 Million
Q4 2023

Jan 17, 2024
BUY
$56.19 - $65.96 $387,430 - $454,794
6,895 New
6,895 $437 Million

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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