Live Oak Investment Partners Utilities Sector Spdr Transaction History

Live Oak Investment Partners

  • $123 Million
  • Q3 2024

A detailed history of Live Oak Investment Partners transactions in Utilities Sector Spdr stock. As of the latest transaction made, Live Oak Investment Partners holds 38 shares of XLU stock, worth $3,095. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 38 -0.0%
Holding current value
$3,095
Previous $2,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jul 16, 2024
BUY
$62.77 - $72.87 $1,820 - $2,113
29 Added 322.22%
38 $2,000
Q4 2023

Feb 14, 2024
SELL
$56.19 - $65.96 $56,527 - $66,355
-1,006 Reduced 99.11%
9 $0
Q3 2023

Oct 31, 2023
BUY
$58.83 - $68.46 $7,765 - $9,036
132 Added 14.95%
1,015 $59,000
Q2 2023

Jul 13, 2023
BUY
$64.34 - $69.97 $56,812 - $61,783
883 New
883 $57,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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

Track Live Oak Investment Partners Portfolio

Follow Live Oak Investment Partners 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 Live Oak Investment Partners, based on Form 13F filings with the SEC.

News

Stay updated on Live Oak Investment Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email