Adapt Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Adapt Wealth Advisors, LLC

  • $203 Billion
  • Q4 2024

A detailed history of Adapt Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 15,441 shares of XLU stock, worth $1.24 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
15,441
Previous 85,784 82.0%
Holding current value
$1.24 Million
Previous $6.93 Billion 83.13%
% of portfolio
0.58%
Previous 3.71%

Shares

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

Feb 14, 2025
SELL
$74.89 - $82.93 $5.27 Million - $5.83 Million
-70,343 Reduced 82.0%
15,441 $1.17 Billion
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $468,208 - $558,916
6,919 Added 8.77%
85,784 $6.93 Billion
Q2 2024

Aug 06, 2024
BUY
$62.77 - $72.87 $4.95 Million - $5.75 Million
78,865 New
78,865 $5.37 Billion

Others Institutions Holding XLU

# of Institutions
1,543
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
Track This Portfolio

Track Adapt Wealth Advisors, LLC Portfolio

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

News

Stay updated on Adapt Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email