Wmg Financial Advisors, LLC Utilities Sector Spdr Transaction History

Wmg Financial Advisors, LLC

  • $206 Million
  • Q3 2024

A detailed history of Wmg Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wmg Financial Advisors, LLC holds 5,786 shares of XLU stock, worth $479,832. This represents 0.23% of its overall portfolio holdings.

Number of Shares
5,786
Previous 3,967 45.85%
Holding current value
$479,832
Previous $270,000 72.96%
% of portfolio
0.23%
Previous 0.15%

Shares

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

Oct 31, 2024
BUY
$67.67 - $80.78 $123,091 - $146,938
1,819 Added 45.85%
5,786 $467,000
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $249,008 - $289,075
3,967 New
3,967 $270,000
Q2 2023

Aug 03, 2023
BUY
$64.34 - $69.97 $4,117 - $4,478
64 Added 1.76%
3,696 $241,000
Q1 2023

Apr 18, 2023
SELL
$63.7 - $72.08 $50,768 - $57,447
-797 Reduced 18.0%
3,632 $245,000
Q4 2022

Feb 10, 2023
BUY
$61.52 - $72.67 $7,751 - $9,156
126 Added 2.93%
4,429 $312,000
Q3 2022

Oct 18, 2022
BUY
$65.51 - $78.12 $281,889 - $336,150
4,303 New
4,303 $284,000

Others Institutions Holding XLU

# of Institutions
1,484
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
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