Wealth Advisors Of Iowa, LLC Utilities Sector Spdr Transaction History

Wealth Advisors Of Iowa, LLC

  • $233 Billion
  • Q1 2025

A detailed history of Wealth Advisors Of Iowa, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 164,286 shares of XLU stock, worth $13.5 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares
164,286
Previous 155,314 5.78%
Holding current value
$13.5 Million
Previous $11.8 Billion 10.19%
% of portfolio
5.57%
Previous 5.93%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 12, 2025
BUY
$74.7 - $80.27 $670,208 - $720,182
8,972 Added 5.78%
164,286 $13 Billion
Q4 2024

Feb 11, 2025
BUY
$74.89 - $82.93 $38,867 - $43,040
519 Added 0.34%
155,314 $11.8 Billion
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $10.5 Million - $12.5 Million
154,795 New
154,795 $12.5 Billion

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

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