A detailed history of Encompass More Asset Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Encompass More Asset Management holds 5,911 shares of XLU stock, worth $467,560. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,911
Previous 3,912 51.1%
Holding current value
$467,560
Previous $257 Million 56.83%
% of portfolio
0.29%
Previous 0.21%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 26, 2024

BUY
$62.77 - $72.87 $125,477 - $145,667
1,999 Added 51.1%
5,911 $403 Million
Q1 2024

May 10, 2024

BUY
$59.95 - $65.65 $234,524 - $256,822
3,912 New
3,912 $257 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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