Worth Pointe, LLC Utilities Sector Spdr Transaction History

Worth Pointe, LLC

  • $241 Million
  • Q4 2024

A detailed history of Worth Pointe, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Worth Pointe, LLC holds 16,854 shares of XLU stock, worth $1.33 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
16,854
Previous 17,279 2.46%
Holding current value
$1.33 Million
Previous $1.4 Million 8.6%
% of portfolio
0.53%
Previous 0.59%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 11, 2025
SELL
$74.89 - $82.93 $31,828 - $35,245
-425 Reduced 2.46%
16,854 $1.28 Million
Q3 2024

Nov 13, 2024
BUY
$67.67 - $80.78 $1.17 Million - $1.4 Million
17,279 New
17,279 $1.4 Million

Others Institutions Holding XLU

# of Institutions
1,552
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Worth Pointe, LLC Portfolio

Follow Worth Pointe, 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 Worth Pointe, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Worth Pointe, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email