Connectus Wealth, LLC Utilities Sector Spdr Transaction History

Connectus Wealth, LLC

  • $4.37 Billion
  • Q1 2024

A detailed history of Connectus Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Connectus Wealth, LLC holds 47,201 shares of XLU stock, worth $4.19 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
47,201
Previous 57,876 18.44%
Holding current value
$4.19 Million
Previous $3.67 Million 15.47%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
SELL
$59.95 - $65.65 $639,966 - $700,813
-10,675 Reduced 18.44%
47,201 $3.1 Million
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $238,189 - $279,604
4,239 Added 7.9%
57,876 $3.67 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $3.16 Million - $3.67 Million
53,637 New
53,637 $3.16 Million
Q4 2022

Feb 07, 2023
BUY
$61.52 - $72.67 $919,477 - $1.09 Million
14,946 New
14,946 $1.05 Million

Others Institutions Holding XLU

# of Institutions
1,666
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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