Wr Wealth Planners, LLC Utilities Sector Spdr Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 415 shares of XLU stock, worth $36,835. This represents 0.01% of its overall portfolio holdings.

Number of Shares
415
Previous 415 -0.0%
Holding current value
$36,835
Previous $33,000 6.06%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jul 31, 2024
BUY
$59.95 - $65.65 $24,879 - $27,244
415 New
415 $27,000
Q2 2023

Aug 01, 2024
BUY
$64.34 - $69.97 $52,179 - $56,745
811 Added 195.42%
1,226 $80.2 Million
Q1 2023

Aug 01, 2024
BUY
$63.7 - $72.08 $19,683 - $22,272
309 Added 74.46%
724 $49 Million
Q3 2022

Oct 10, 2024
SELL
$65.51 - $78.12 $9,498 - $11,327
-145 Reduced 34.94%
270 $17.7 Million
Q2 2022

Oct 17, 2024
BUY
$64.87 - $76.96 $2,724 - $3,232
42 Added 17.0%
289 $20.3 Million
Q1 2022

Oct 17, 2024
SELL
$65.03 - $74.54 $10,925 - $12,522
-168 Reduced 40.48%
247 $18.4 Million

Others Institutions Holding XLU

# of Institutions
1,664
Shares Held
156M
Call Options Held
14.8M
Put Options Held
30.1M
View Full List

About UTILITIES SECTOR SPDR

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