Harmony Asset Management LLC Utilities Sector Spdr Transaction History

Harmony Asset Management LLC

  • $252 Billion
  • Q4 2024

A detailed history of Harmony Asset Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Harmony Asset Management LLC holds 6,969 shares of XLU stock, worth $538,634. This represents 0.21% of its overall portfolio holdings.

Number of Shares
6,969
Previous 5,953 17.07%
Holding current value
$538,634
Previous $481 Million 9.7%
% of portfolio
0.21%
Previous 0.18%

Shares

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

Feb 14, 2025
BUY
$74.89 - $82.93 $76,088 - $84,256
1,016 Added 17.07%
6,969 $528 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $35,932 - $42,894
531 Added 9.79%
5,953 $481 Million
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $6,402 - $7,432
-102 Reduced 1.85%
5,422 $369 Million
Q1 2024

May 14, 2024
BUY
$59.95 - $65.65 $331,163 - $362,650
5,524 New
5,524 $363 Million

Others Institutions Holding XLU

# of Institutions
1,549
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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