Connecticut Wealth Management, LLC Utilities Sector Spdr Transaction History

Connecticut Wealth Management, LLC

  • $2.11 Billion
  • Q4 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 26,220 shares of XLU stock, worth $2.02 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
26,220
Previous 7,500 249.6%
Holding current value
$2.02 Million
Previous $605,000 227.93%
% of portfolio
0.09%
Previous 0.03%

Shares

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

Feb 18, 2025
BUY
$74.89 - $82.93 $1.4 Million - $1.55 Million
18,720 Added 249.6%
26,220 $1.98 Million
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $421,425 - $494,699
7,500 New
7,500 $474,000

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
Track This Portfolio

Track Connecticut Wealth Management, LLC Portfolio

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

News

Stay updated on Connecticut Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email