Omnia Family Wealth, LLC Utilities Sector Spdr Transaction History

Omnia Family Wealth, LLC

  • $241 Million
  • Q4 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 54,432 shares of XLU stock, worth $4.22 Million. This represents 1.71% of its overall portfolio holdings.

Number of Shares
54,432
Previous 58,586 7.09%
Holding current value
$4.22 Million
Previous $4.43 Million 7.1%
% of portfolio
1.71%
Previous 1.9%

Shares

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

Feb 27, 2025
SELL
$74.89 - $82.93 $311,093 - $344,491
-4,154 Reduced 7.09%
54,432 $4.12 Million
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
1,546
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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