Kingswood Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Kingswood Wealth Advisors, LLC

  • $1.33 Trillion
  • Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 7,640 shares of XLU stock, worth $595,767. This represents 0.04% of its overall portfolio holdings.

Number of Shares
7,640
Previous 5,010 52.5%
Holding current value
$595,767
Previous $405 Million 42.9%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Jan 22, 2025
BUY
$74.89 - $82.93 $196,960 - $218,105
2,630 Added 52.5%
7,640 $578 Million
Q3 2024

Oct 21, 2024
BUY
$67.67 - $80.78 $339,026 - $404,707
5,010 New
5,010 $405 Million

Others Institutions Holding XLU

# of Institutions
1,553
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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