Rockport Wealth LLC Utilities Sector Spdr Transaction History

Rockport Wealth LLC

  • $375 Billion
  • Q3 2024

A detailed history of Rockport Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rockport Wealth LLC holds 203,142 shares of XLU stock, worth $15.5 Million. This represents 4.38% of its overall portfolio holdings.

Number of Shares
203,142
Previous 176,754 14.93%
Holding current value
$15.5 Million
Previous $12 Billion 36.25%
% of portfolio
4.38%
Previous 5.08%

Shares

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

Nov 13, 2024
BUY
$67.67 - $80.78 $1.79 Million - $2.13 Million
26,388 Added 14.93%
203,142 $16.4 Billion
Q2 2024

Aug 15, 2024
BUY
$62.77 - $72.87 $10.6 Million - $12.3 Million
168,166 Added 1958.15%
176,754 $12 Billion
Q1 2024

May 13, 2024
BUY
$59.95 - $65.65 $514,850 - $563,802
8,588 New
8,588 $562 Million

Others Institutions Holding XLU

# of Institutions
1,486
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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