Beaird Harris Wealth Management, LLC Utilities Sector Spdr Transaction History

Beaird Harris Wealth Management, LLC

  • $1.08 Billion
  • Q3 2024

A detailed history of Beaird Harris Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Beaird Harris Wealth Management, LLC holds 125 shares of XLU stock, worth $9,447. This represents 0.0% of its overall portfolio holdings.

Number of Shares
125
Previous 125 -0.0%
Holding current value
$9,447
Previous $8,000 25.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 15, 2024
BUY
$62.77 - $72.87 $7,846 - $9,108
125 New
125 $8,000
Q2 2022

Aug 12, 2022
SELL
$64.87 - $76.96 $12,974 - $15,391
-200 Closed
0 $0
Q4 2021

May 17, 2022
BUY
$63.88 - $71.58 $12,776 - $14,316
200 New
200 $13,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
168M
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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