Transform Wealth, LLC Utilities Sector Spdr Transaction History

Transform Wealth, LLC

  • $1.46 Billion
  • Q3 2024

A detailed history of Transform Wealth, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Transform Wealth, LLC holds 8,747 shares of XLU stock, worth $668,970. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,747
Previous 8,977 2.56%
Holding current value
$668,970
Previous $611,000 15.55%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 15, 2024
SELL
$67.67 - $80.78 $15,564 - $18,579
-230 Reduced 2.56%
8,747 $706,000
Q2 2024

Jul 15, 2024
SELL
$62.77 - $72.87 $12,930 - $15,011
-206 Reduced 2.24%
8,977 $611,000
Q1 2024

Apr 15, 2024
SELL
$59.95 - $65.65 $49,218 - $53,898
-821 Reduced 8.21%
9,183 $602,000
Q4 2023

Jan 18, 2024
BUY
$56.19 - $65.96 $562,124 - $659,863
10,004 New
10,004 $633,000
Q1 2023

Apr 14, 2023
SELL
$63.7 - $72.08 $2.11 Million - $2.38 Million
-33,078 Reduced 76.24%
10,307 $697,000
Q4 2022

Jan 12, 2023
SELL
$61.52 - $72.67 $767,708 - $906,848
-12,479 Reduced 22.34%
43,385 $0
Q3 2022

Oct 21, 2022
BUY
$65.51 - $78.12 $3.43 Million - $4.09 Million
52,315 Added 1474.08%
55,864 $3.66 Million
Q2 2022

Jul 15, 2022
BUY
$64.87 - $76.96 $230,223 - $273,131
3,549 New
3,549 $249,000
Q2 2021

Jul 20, 2021
SELL
$63.23 - $67.72 $303,251 - $324,785
-4,796 Closed
0 $0
Q1 2021

Apr 22, 2021
SELL
$58.36 - $64.15 $1.8 Million - $1.98 Million
-30,913 Reduced 86.57%
4,796 $307,000
Q4 2020

Jan 20, 2021
BUY
$59.98 - $66.76 $1.66 Million - $1.85 Million
27,675 Added 344.47%
35,709 $2.24 Million
Q3 2020

Oct 21, 2020
SELL
$56.7 - $61.49 $150,084 - $162,764
-2,647 Reduced 24.78%
8,034 $477,000
Q2 2020

Jul 22, 2020
SELL
$51.79 - $62.83 $3.25 Million - $3.95 Million
-62,796 Reduced 85.46%
10,681 $603,000
Q1 2020

Apr 30, 2020
BUY
$44.93 - $70.98 $3.12 Million - $4.92 Million
69,347 Added 1679.1%
73,477 $4.07 Million
Q4 2019

Jan 24, 2020
BUY
$61.37 - $64.82 $21,663 - $22,881
353 Added 9.35%
4,130 $267,000
Q3 2019

Oct 24, 2019
SELL
$62.5 - $64.93 $2.4 Million - $2.49 Million
-38,421 Reduced 91.05%
3,777 $245,000
Q2 2019

Jul 30, 2019
BUY
N/A
42,198 New
42,198 $2.52 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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