Omnia Family Wealth, LLC Utilities Sector Spdr Transaction History

Omnia Family Wealth, LLC

  • $232 Million
  • Q3 2024

A detailed history of Omnia Family Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Omnia Family Wealth, LLC holds 58,586 shares of XLU stock, worth $4.47 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
58,586
Previous 59,133 0.93%
Holding current value
$4.47 Million
Previous $4.03 Million 17.45%
% of portfolio
2.04%
Previous 1.71%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$67.67 - $80.78 $37,015 - $44,186
-547 Reduced 0.93%
58,586 $4.73 Million
Q2 2024

Aug 14, 2024
BUY
$62.77 - $72.87 $3.71 Million - $4.31 Million
59,133 New
59,133 $4.03 Million
Q1 2023

May 11, 2023
BUY
$63.7 - $72.08 $3.55 Million - $4.02 Million
55,718 New
55,718 $3.77 Million

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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