Lake Hills Wealth Management, LLC Utilities Sector Spdr Transaction History

Lake Hills Wealth Management, LLC

  • $150 Million
  • Q4 2024

A detailed history of Lake Hills Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lake Hills Wealth Management, LLC holds 27,867 shares of XLU stock, worth $2.21 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
27,867
Previous 26,022 7.09%
Holding current value
$2.21 Million
Previous $2.1 Million 0.33%
% of portfolio
1.41%
Previous 1.41%

Shares

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

Jan 17, 2025
BUY
$74.89 - $82.93 $138,172 - $153,005
1,845 Added 7.09%
27,867 $2.11 Million
Q3 2024

Oct 10, 2024
BUY
$67.67 - $80.78 $1.76 Million - $2.1 Million
26,022 New
26,022 $2.1 Million
Q2 2023

Aug 04, 2023
BUY
$64.34 - $69.97 $4.98 Million - $5.41 Million
77,344 New
77,344 $5.06 Million
Q4 2022

Jan 17, 2023
BUY
$61.52 - $72.67 $1.81 Million - $2.14 Million
29,465 New
29,465 $0
Q2 2022

Jul 25, 2022
BUY
$64.87 - $76.96 $1.44 Million - $1.71 Million
22,186 Added 25.78%
108,235 $7.59 Million
Q1 2022

Apr 21, 2022
BUY
$65.03 - $74.54 $5.6 Million - $6.41 Million
86,049 New
86,049 $6.41 Million

Others Institutions Holding XLU

# of Institutions
1,538
Shares Held
155M
Call Options Held
16.4M
Put Options Held
40.7M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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