Primoris Wealth Advisors, LLC Utilities Sector Spdr Transaction History

Primoris Wealth Advisors, LLC

  • $139 Million
  • Q3 2024

A detailed history of Primoris Wealth Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Primoris Wealth Advisors, LLC holds 69,496 shares of XLU stock, worth $5.43 Million. This represents 4.05% of its overall portfolio holdings.

Number of Shares
69,496
Previous 56,745 22.47%
Holding current value
$5.43 Million
Previous $3.87 Million 45.19%
% of portfolio
4.05%
Previous 3.09%

Shares

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

Nov 01, 2024
BUY
$67.67 - $80.78 $862,860 - $1.03 Million
12,751 Added 22.47%
69,496 $5.61 Million
Q2 2024

Aug 01, 2024
BUY
$62.77 - $72.87 $2.07 Million - $2.41 Million
33,016 Added 139.14%
56,745 $3.87 Million
Q1 2024

May 07, 2024
BUY
$59.95 - $65.65 $6,174 - $6,761
103 Added 0.44%
23,729 $1.56 Million
Q4 2023

Feb 15, 2024
BUY
$56.19 - $65.96 $4,719 - $5,540
84 Added 0.36%
23,626 $1.5 Million
Q3 2023

Oct 31, 2023
SELL
$58.83 - $68.46 $2.28 Million - $2.66 Million
-38,796 Reduced 62.23%
23,542 $1.39 Million
Q2 2023

Aug 03, 2023
BUY
$64.34 - $69.97 $2.57 Million - $2.8 Million
39,996 Added 179.02%
62,338 $4.08 Million
Q1 2023

Apr 25, 2023
SELL
$63.7 - $72.08 $7,452 - $8,433
-117 Reduced 0.52%
22,342 $1.51 Million
Q4 2022

Feb 03, 2023
SELL
$61.52 - $72.67 $382,777 - $452,152
-6,222 Reduced 21.69%
22,459 $1.58 Million
Q3 2022

Oct 20, 2022
BUY
$65.51 - $78.12 $271,932 - $324,276
4,151 Added 16.92%
28,681 $1.66 Million
Q2 2022

Jul 29, 2022
BUY
$64.87 - $76.96 $770,655 - $914,284
11,880 Added 93.91%
24,530 $1.73 Million
Q1 2022

Apr 29, 2022
BUY
$65.03 - $74.54 $191,838 - $219,893
2,950 Added 30.41%
12,650 $937,000
Q4 2021

Feb 08, 2022
BUY
$63.88 - $71.58 $619,636 - $694,326
9,700 New
9,700 $696,000

Others Institutions Holding XLU

# of Institutions
1,427
Shares Held
170M
Call Options Held
21.4M
Put Options Held
26.4M
View Full List

About UTILITIES SECTOR SPDR

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