A detailed history of Avalon Trust CO transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avalon Trust CO holds 500 shares of XLU stock, worth $40,210. This represents 0.0% of its overall portfolio holdings.

Number of Shares
500
Previous 1,000 50.0%
Holding current value
$40,210
Previous $65.7 Million 48.1%
% of portfolio
0.0%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

SELL
$62.77 - $72.87 $31,385 - $36,435
-500 Reduced 50.0%
500 $34.1 Million
Q1 2023

May 11, 2023

BUY
$63.7 - $72.08 $63,700 - $72,080
1,000 New
1,000 $67.7 Million

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Avalon Trust CO Portfolio

Follow Avalon Trust CO 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 Avalon Trust CO, based on Form 13F filings with the SEC.

News

Stay updated on Avalon Trust CO with notifications on news.