Visionary Wealth Advisors Utilities Sector Spdr Transaction History

Visionary Wealth Advisors

  • $1.57 Billion
  • Q3 2024

A detailed history of Visionary Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Visionary Wealth Advisors holds 19,332 shares of XLU stock, worth $1.48 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
19,332
Previous 19,524 0.98%
Holding current value
$1.48 Million
Previous $1.33 Million 17.37%
% of portfolio
0.1%
Previous 0.09%

Shares

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

Nov 12, 2024
SELL
$67.67 - $80.78 $12,992 - $15,509
-192 Reduced 0.98%
19,332 $1.56 Million
Q2 2024

Aug 13, 2024
SELL
$62.77 - $72.87 $49,839 - $57,858
-794 Reduced 3.91%
19,524 $1.33 Million
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $172,356 - $188,743
2,875 Added 16.48%
20,318 $1.33 Million
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $381,811 - $448,198
6,795 Added 63.81%
17,443 $1.1 Million
Q3 2023

Nov 13, 2023
SELL
$58.83 - $68.46 $386,983 - $450,329
-6,578 Reduced 38.19%
10,648 $627,000
Q2 2023

Aug 11, 2023
BUY
$64.34 - $69.97 $517,229 - $562,488
8,039 Added 87.5%
17,226 $1.13 Million
Q1 2023

May 15, 2023
SELL
$63.7 - $72.08 $356,146 - $402,999
-5,591 Reduced 37.83%
9,187 $621,000
Q4 2022

Feb 13, 2023
SELL
$61.52 - $72.67 $674,443 - $796,681
-10,963 Reduced 42.59%
14,778 $1.04 Million
Q3 2022

Nov 14, 2022
BUY
$65.51 - $78.12 $1.69 Million - $2.01 Million
25,741 New
25,741 $1.69 Million
Q1 2022

May 12, 2022
SELL
$65.03 - $74.54 $423,085 - $484,957
-6,506 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $415,603 - $465,699
6,506 New
6,506 $466,000

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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