Utilities SPDR shares owned by FRG Family Wealth Advisors
Quarter-by-quarter ownership of Utilities SPDR (XLU) shares owned by FRG Family Wealth Advisors
from 13F filings
Historical chart of FRG Family Wealth Advisors investment in Utilities SPDR
Tip: Access up to 7 years of quarterly data
All positions including Utilities SPDR held by FRG Family Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Utilities SPDR by FRG Family Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $15k | 225 | 66.74 |
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