A detailed history of Premier Path Wealth Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Premier Path Wealth Partners, LLC holds 24,576 shares of XLU stock, worth $1.88 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
24,576
Previous 22,876 7.43%
Holding current value
$1.88 Million
Previous $1.56 Billion 27.36%
% of portfolio
0.31%
Previous 0.27%

Shares

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

Oct 15, 2024

BUY
$67.67 - $80.78 $115,039 - $137,326
1,700 Added 7.43%
24,576 $1.99 Billion
Q2 2024

Jul 24, 2024

SELL
$62.77 - $72.87 $113,802 - $132,113
-1,813 Reduced 7.34%
22,876 $1.56 Billion
Q1 2024

Apr 24, 2024

BUY
$59.95 - $65.65 $255,926 - $280,259
4,269 Added 20.91%
24,689 $1.62 Billion
Q4 2023

Jan 12, 2024

BUY
$56.19 - $65.96 $1.15 Million - $1.35 Million
20,420 New
20,420 $1.31 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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

Track Premier Path Wealth Partners, LLC Portfolio

Follow Premier Path 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 Premier Path Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Premier Path Wealth Partners, LLC with notifications on news.