Foguth Wealth Management, Llc. Utilities Sector Spdr Transaction History

Foguth Wealth Management, Llc.

  • $382 Billion
  • Q4 2024

A detailed history of Foguth Wealth Management, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Foguth Wealth Management, Llc. holds 52,230 shares of XLU stock, worth $4.05 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
52,230
Previous 27,070 92.94%
Holding current value
$4.05 Million
Previous $2.15 Billion 92.97%
% of portfolio
1.09%
Previous 0.78%

Shares

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

Jan 27, 2025
BUY
$74.89 - $82.93 $1.88 Million - $2.09 Million
25,160 Added 92.94%
52,230 $4.15 Billion
Q3 2024

Oct 09, 2024
SELL
$67.67 - $80.78 $150,362 - $179,493
-2,222 Reduced 7.59%
27,070 $2.15 Billion
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $1.3 Million - $1.51 Million
20,763 Added 243.44%
29,292 $2 Billion
Q1 2024

Apr 17, 2024
BUY
$59.95 - $65.65 $511,313 - $559,928
8,529 New
8,529 $560 Million

Others Institutions Holding XLU

# of Institutions
1,546
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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