Northwest Financial Advisors Utilities Sector Spdr Transaction History

Northwest Financial Advisors

  • $145 Billion
  • Q2 2024

A detailed history of Northwest Financial Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Northwest Financial Advisors holds 160 shares of XLU stock, worth $12,430. This represents 0.01% of its overall portfolio holdings.

Number of Shares
160
Previous 245 34.69%
Holding current value
$12,430
Previous $16.1 Million 32.22%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 12, 2024
SELL
$62.77 - $72.87 $5,335 - $6,193
-85 Reduced 34.69%
160 $10.9 Million
Q1 2024

May 09, 2024
BUY
$59.95 - $65.65 $5,095 - $5,580
85 Added 53.13%
245 $16.1 Million
Q4 2023

Feb 07, 2024
BUY
$56.19 - $65.96 $8,990 - $10,553
160 New
160 $10.1 Million

Others Institutions Holding XLU

# of Institutions
1,436
Shares Held
171M
Call Options Held
21.4M
Put Options Held
26.4M
View Full List

About UTILITIES SECTOR SPDR

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

Track Northwest Financial Advisors Portfolio

Follow Northwest Financial Advisors 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 Northwest Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Northwest Financial Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email