Wfa Of San Diego, LLC Utilities Sector Spdr Transaction History

Wfa Of San Diego, LLC

  • $116 Million
  • Q3 2024

A detailed history of Wfa Of San Diego, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 3,109 shares of XLU stock, worth $253,228. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,109
Previous 2,295 35.47%
Holding current value
$253,228
Previous $156,000 60.9%
% of portfolio
0.22%
Previous 0.14%

Shares

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

Nov 13, 2024
BUY
$67.67 - $80.78 $55,083 - $65,754
814 Added 35.47%
3,109 $251,000
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $117,882 - $136,849
1,878 Added 450.36%
2,295 $156,000
Q3 2023

Nov 02, 2023
BUY
$58.83 - $68.46 $1,941 - $2,259
33 Added 8.59%
417 $24,000
Q2 2023

Aug 10, 2023
BUY
$64.34 - $69.97 $24,706 - $26,868
384 New
384 $25,000
Q4 2022

Jan 31, 2023
BUY
$61.52 - $72.67 $113,935 - $134,584
1,852 New
1,852 $130,000
Q2 2022

Jul 28, 2022
BUY
$64.87 - $76.96 $113,522 - $134,680
1,750 New
1,750 $123,000
Q1 2022

Apr 25, 2022
SELL
$65.03 - $74.54 $113,802 - $130,445
-1,750 Closed
0 $0
Q3 2021

Oct 25, 2021
BUY
$63.56 - $70.07 $111,230 - $122,622
1,750 New
1,750 $112,000

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 Wfa Of San Diego, LLC Portfolio

Follow Wfa Of San Diego, 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 Wfa Of San Diego, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wfa Of San Diego, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email