Tandem Wealth Advisors LLC Utilities Sector Spdr Transaction History

Tandem Wealth Advisors LLC

  • $190 Million
  • Q4 2024

A detailed history of Tandem Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Tandem Wealth Advisors LLC holds 4,846 shares of XLU stock, worth $383,318. This represents 0.19% of its overall portfolio holdings.

Number of Shares
4,846
Holding current value
$383,318
% of portfolio
0.19%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$74.89 - $82.93 $362,916 - $401,878
4,846 New
4,846 $366,000

Others Institutions Holding XLU

# of Institutions
1,537
Shares Held
155M
Call Options Held
18.1M
Put Options Held
37.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Tandem Wealth Advisors LLC Portfolio

Follow Tandem Wealth Advisors 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 Tandem Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email