Talisman Wealth Advisors LLC Utilities Sector Spdr Transaction History

Talisman Wealth Advisors LLC

  • $86.2 Million
  • Q2 2024

A detailed history of Talisman Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,057 shares of XLU stock, worth $396,266. This represents 0.4% of its overall portfolio holdings.

Number of Shares
5,057
Previous 4,741 6.67%
Holding current value
$396,266
Previous $311,000 10.61%
% of portfolio
0.4%
Previous 0.39%

Shares

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

Aug 14, 2024
BUY
$62.77 - $72.87 $19,835 - $23,026
316 Added 6.67%
5,057 $344,000
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $44,842 - $49,106
748 Added 18.73%
4,741 $311,000
Q4 2023

Feb 13, 2024
BUY
$56.19 - $65.96 $224,366 - $263,378
3,993 New
3,993 $252,000

Others Institutions Holding XLU

# of Institutions
1,430
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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