Lake Point Wealth Management Utilities Sector Spdr Transaction History

Lake Point Wealth Management

  • $176 Million
  • Q2 2022

A detailed history of Lake Point Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Lake Point Wealth Management holds 141 shares of XLU stock, worth $12,515. This represents 0.01% of its overall portfolio holdings.

Number of Shares
141
Previous 115 22.61%
Holding current value
$12,515
Previous $9,000 11.11%
% of portfolio
0.01%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 19, 2022
BUY
$64.87 - $76.96 $1,686 - $2,000
26 Added 22.61%
141 $10,000
Q4 2019

Feb 13, 2020
SELL
$61.37 - $64.82 $1,288 - $1,361
-21 Reduced 15.44%
115 $7,000
Q1 2019

Aug 07, 2019
BUY
N/A
21 Added 18.26%
136 $8,000
Q4 2018

Feb 21, 2019
BUY
N/A
115 New
115 $6,000

Others Institutions Holding XLU

# of Institutions
1,680
Shares Held
167M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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