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Moller Wealth Partners’s Utilities Select Sector SPDR Fund XLU Stock Holding History

Moller Wealth Partners’s Portfolio XLU Stock Details XLU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-8,255
Closed -$667K – 68
2024
Q3 		$667K Buy
+8,255
New +$667K 0.17% 40