Keystone Wealth Services, LLC Utilities Sector Spdr Transaction History

Keystone Wealth Services, LLC

  • $351 Million
  • Q4 2024

A detailed history of Keystone Wealth Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Keystone Wealth Services, LLC holds 7,584 shares of XLU stock, worth $608,767. This represents 0.16% of its overall portfolio holdings.

Number of Shares
7,584
Previous 6,021 25.96%
Holding current value
$608,767
Previous $486,000 18.11%
% of portfolio
0.16%
Previous 0.14%

Shares

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

Feb 06, 2025
BUY
$74.89 - $82.93 $117,053 - $129,619
1,563 Added 25.96%
7,584 $574,000
Q3 2024

Oct 15, 2024
BUY
$67.67 - $80.78 $407,441 - $486,376
6,021 New
6,021 $486,000

Others Institutions Holding XLU

# of Institutions
1,543
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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