Waterway Wealth Management, LLC Utilities Sector Spdr Transaction History

Waterway Wealth Management, LLC

  • $227 Billion
  • Q1 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 6,656 shares of XLU stock, worth $456,268. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,656
Previous 6,895 3.47%
Holding current value
$456,268
Previous $437 Million 0.07%
% of portfolio
0.19%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,251
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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