Clientfirst Wealth Management, LLC Utilities Sector Spdr Transaction History

Clientfirst Wealth Management, LLC

  • $98.1 Million
  • Q4 2024

A detailed history of Clientfirst Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Clientfirst Wealth Management, LLC holds 4,924 shares of XLU stock, worth $389,488. This represents 0.38% of its overall portfolio holdings.

Number of Shares
4,924
Holding current value
$389,488
% of portfolio
0.38%

Shares

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

Jan 28, 2025
BUY
$74.89 - $82.93 $368,758 - $408,347
4,924 New
4,924 $372,000
Q4 2021

Apr 01, 2022
BUY
$63.88 - $71.58 $248,493 - $278,446
3,890 New
3,890 $285,000

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

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