A detailed history of Oak Harbor Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Oak Harbor Wealth Partners, LLC holds 400 shares of XLU stock, worth $31,256. This represents 0.01% of its overall portfolio holdings.

Number of Shares
400
Previous 17 2252.94%
Holding current value
$31,256
Previous $1,000 2600.0%
% of portfolio
0.01%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 18, 2024

BUY
$62.77 - $72.87 $24,040 - $27,909
383 Added 2252.94%
400 $27,000
Q1 2024

Apr 23, 2024

BUY
$59.95 - $65.65 $1,019 - $1,116
17 New
17 $1,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Oak Harbor Wealth Partners, LLC Portfolio

Follow Oak Harbor Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Oak Harbor Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Oak Harbor Wealth Partners, LLC with notifications on news.