Wealth Enhancement Advisory Services, LLC Utilities Sector Spdr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 196,164 shares of XLU stock, worth $15.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
196,164
Previous 190,769 2.83%
Holding current value
$15.5 Million
Previous $15.4 Million 3.65%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 10, 2025
BUY
$74.89 - $82.93 $404,031 - $447,407
5,395 Added 2.83%
196,164 $14.8 Million
Q3 2024

Oct 23, 2024
BUY
$67.67 - $80.78 $761,219 - $908,694
11,249 Added 6.27%
190,769 $15.4 Million
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $2.07 Million - $2.41 Million
33,049 Added 22.56%
179,520 $12.2 Million
Q1 2024

Apr 15, 2024
BUY
$59.95 - $65.65 $480,199 - $525,856
8,010 Added 5.79%
146,471 $9.62 Million
Q4 2023

Jan 30, 2024
BUY
$56.19 - $65.96 $181,662 - $213,248
3,233 Added 2.39%
138,461 $8.77 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $7.73 Million - $9 Million
131,422 Added 3453.02%
135,228 $7.97 Million
Q2 2023

Jul 21, 2023
SELL
$64.34 - $69.97 $61,444 - $66,821
-955 Reduced 20.06%
3,806 $249,000
Q1 2023

Apr 25, 2023
BUY
$63.7 - $72.08 $99,308 - $112,372
1,559 Added 48.69%
4,761 $322,000
Q4 2022

Feb 01, 2023
BUY
$61.52 - $72.67 $2,460 - $2,906
40 Added 1.27%
3,202 $225,000
Q3 2022

Oct 17, 2022
BUY
$65.51 - $78.12 $18,866 - $22,498
288 Added 10.02%
3,162 $202,000
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $186,436 - $221,183
2,874 New
2,874 $201,000

Others Institutions Holding XLU

# of Institutions
1,524
Shares Held
154M
Call Options Held
14.7M
Put Options Held
40.3M
View Full List

About UTILITIES SECTOR SPDR

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