Concentrum Wealth Management Utilities Sector Spdr Transaction History

Concentrum Wealth Management

  • $284 Billion
  • Q4 2024

A detailed history of Concentrum Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Concentrum Wealth Management holds 3,267 shares of XLU stock, worth $257,668. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,267
Previous 2,892 12.97%
Holding current value
$257,668
Previous $234 Million 5.84%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Feb 13, 2025
BUY
$74.89 - $82.93 $28,083 - $31,098
375 Added 12.97%
3,267 $247 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $195,701 - $233,615
2,892 New
2,892 $234 Million
Q2 2022

Jul 28, 2022
BUY
$64.87 - $76.96 $14,466 - $17,162
223 Added 8.27%
2,918 $205,000
Q1 2022

May 06, 2022
BUY
$65.03 - $74.54 $175,255 - $200,885
2,695 New
2,695 $201,000

Others Institutions Holding XLU

# of Institutions
1,551
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
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