A detailed history of Channel Wealth LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Channel Wealth LLC holds 30,900 shares of XLU stock, worth $2.41 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares
30,900
Previous 7,411 316.95%
Holding current value
$2.41 Million
Previous $505 Million 394.33%
% of portfolio
0.82%
Previous 0.18%

Shares

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

Oct 31, 2024

BUY
$67.67 - $80.78 $1.59 Million - $1.9 Million
23,489 Added 316.95%
30,900 $2.5 Billion
Q2 2024

Aug 05, 2024

BUY
$62.77 - $72.87 $133,951 - $155,504
2,134 Added 40.44%
7,411 $505 Million
Q1 2024

Apr 12, 2024

BUY
$59.95 - $65.65 $316,356 - $346,435
5,277 New
5,277 $346 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Channel Wealth LLC Portfolio

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

News

Stay updated on Channel Wealth LLC with notifications on news.