Wealth Enhancement & Preservation Of Ga, LLC Utilities Sector Spdr Transaction History

Wealth Enhancement & Preservation Of Ga, LLC

  • $104 Million
  • Q2 2023

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Oct 19, 2022
BUY
$65.51 - $78.12 $937,448 - $1.12 Million
14,310 Added 329.5%
18,653 $1.22 Million
Q2 2022

Sep 22, 2022
SELL
$64.87 - $76.96 $192,469 - $228,340
-2,967 Reduced 40.59%
4,343 $297,000
Q1 2022

May 06, 2022
BUY
$65.03 - $74.54 $74,914 - $85,870
1,152 Added 18.71%
7,310 $544,000
Q4 2021

Feb 02, 2022
BUY
$63.88 - $71.58 $41,394 - $46,383
648 Added 11.76%
6,158 $441,000
Q3 2021

Oct 19, 2021
BUY
$63.56 - $70.07 $17,860 - $19,689
281 Added 5.37%
5,510 $352,000
Q2 2021

Jul 22, 2021
BUY
$63.23 - $67.72 $20,360 - $21,805
322 Added 6.56%
5,229 $331,000
Q1 2021

Apr 21, 2021
SELL
$58.36 - $64.15 $291 - $320
-5 Reduced 0.1%
4,907 $322,000
Q4 2020

Feb 02, 2021
SELL
$59.98 - $66.76 $249,336 - $277,521
-4,157 Reduced 45.84%
4,912 $308,000
Q3 2020

Oct 13, 2020
BUY
$56.7 - $61.49 $135,059 - $146,469
2,382 Added 35.62%
9,069 $507,000
Q2 2020

Sep 08, 2020
SELL
$51.79 - $62.83 $302,816 - $367,367
-5,847 Reduced 46.65%
6,687 $346,000
Q1 2020

Apr 27, 2020
BUY
$44.93 - $70.98 $563,152 - $889,663
12,534 New
12,534 $661,000

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
Track This Portfolio

Track Wealth Enhancement & Preservation Of Ga, LLC Portfolio

Follow Wealth Enhancement & Preservation Of Ga, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement & Preservation Of Ga, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement & Preservation Of Ga, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email