Wealthcare Advisory Partners LLC Utilities Sector Spdr Transaction History

Wealthcare Advisory Partners LLC

  • $3.43 Billion
  • Q3 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 30,752 shares of XLU stock, worth $2.5 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
30,752
Previous 18,039 70.48%
Holding current value
$2.5 Million
Previous $1.23 Million 102.12%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Nov 04, 2024
BUY
$67.67 - $80.78 $860,288 - $1.03 Million
12,713 Added 70.48%
30,752 $2.48 Million
Q2 2024

Aug 09, 2024
BUY
$62.77 - $72.87 $160,879 - $186,765
2,563 Added 16.56%
18,039 $1.23 Million
Q1 2024

Apr 15, 2024
BUY
$59.95 - $65.65 $160,606 - $175,876
2,679 Added 20.93%
15,476 $1.02 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $82,711 - $97,093
1,472 Added 13.0%
12,797 $810,000
Q3 2023

Oct 12, 2023
SELL
$58.83 - $68.46 $38,945 - $45,320
-662 Reduced 5.52%
11,325 $667,000
Q2 2023

Jul 17, 2023
BUY
$64.34 - $69.97 $49,863 - $54,226
775 Added 6.91%
11,987 $784,000
Q1 2023

May 04, 2023
BUY
$63.7 - $72.08 $34,461 - $38,995
541 Added 5.07%
11,212 $758,000
Q4 2022

Feb 13, 2023
BUY
$61.52 - $72.67 $206,645 - $244,098
3,359 Added 45.94%
10,671 $752,000
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $66,689 - $79,526
1,018 Added 16.17%
7,312 $479,000
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $39,181 - $46,483
604 Added 10.62%
6,294 $441,000
Q1 2022

Apr 15, 2022
SELL
$65.03 - $74.54 $18,338 - $21,020
-282 Reduced 4.72%
5,690 $424,000
Q4 2021

Feb 11, 2022
BUY
$63.88 - $71.58 $89,751 - $100,569
1,405 Added 30.76%
5,972 $0
Q3 2021

Nov 15, 2021
BUY
$63.56 - $70.07 $58,411 - $64,394
919 Added 25.19%
4,567 $292,000
Q2 2021

Aug 16, 2021
BUY
$63.23 - $67.72 $22,826 - $24,446
361 Added 10.98%
3,648 $231,000
Q1 2021

Apr 30, 2021
BUY
$58.36 - $64.15 $191,829 - $210,861
3,287 New
3,287 $210,000
Q2 2020

Jul 29, 2020
SELL
$51.79 - $62.83 $42,312 - $51,332
-817 Closed
0 $0
Q1 2020

Apr 29, 2020
SELL
$44.93 - $70.98 $121,490 - $191,929
-2,704 Reduced 76.8%
817 $45,000
Q4 2019

Jan 29, 2020
BUY
$61.37 - $64.82 $184,048 - $194,395
2,999 Added 574.52%
3,521 $228,000
Q1 2019

May 13, 2019
SELL
N/A
-20 Reduced 3.69%
522 $30,000
Q3 2018

Nov 14, 2018
BUY
N/A
450 Added 489.13%
542 $29,000
Q2 2018

Aug 14, 2018
BUY
N/A
88 Added 2200.0%
92 $5,000
Q1 2018

May 15, 2018
BUY
N/A
4 New
4 $0

Others Institutions Holding XLU

# of Institutions
1,482
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 Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners 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 Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email