A detailed history of Iron Horse Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Iron Horse Wealth Management, LLC holds 545 shares of XLU stock, worth $43,207. This represents 0.02% of its overall portfolio holdings.

Number of Shares
545
Previous 445 22.47%
Holding current value
$43,207
Previous $30,000 46.67%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 22, 2024

BUY
$67.67 - $80.78 $6,767 - $8,078
100 Added 22.47%
545 $44,000
Q2 2024

Jul 22, 2024

BUY
$62.77 - $72.87 $25,108 - $29,148
400 Added 888.89%
445 $30,000
Q4 2022

Jan 19, 2023

BUY
$61.52 - $72.67 $2,768 - $3,270
45 New
45 $3,000
Q4 2020

Jan 14, 2021

BUY
$59.98 - $66.76 $2,699 - $3,004
45 New
45 $3,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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