Wmg Financial Advisors, LLC Utilities Sector Spdr Transaction History

Wmg Financial Advisors, LLC

  • $178 Million
  • Q2 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 3,967 shares of XLU stock, worth $323,032. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,967
Holding current value
$323,032
% of portfolio
0.15%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,365
Shares Held
151M
Call Options Held
21.4M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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