Asset Planning,Inc Utilities Sector Spdr Transaction History

Asset Planning,Inc

$131 Billion
Q4 2024

A detailed history of Asset Planning,Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Asset Planning,Inc holds 390 shares of XLU stock, worth $30,170. This represents 0.02% of its overall portfolio holdings.

Number of Shares

390

Holding current value

$30,170

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	$74.89 - $82.93 $29,207 - $32,342	390 New	390 $29.5 Million

Others Institutions Holding XLU

# of Institutions

1,551

Shares Held

153M

Call Options Held

18.3M

Put Options Held

37.5M

Morgan Stanley New York, NY

13.5M
Shares

$1.04 Billion
0.07% of portfolio
Bank Of America Corp Charlotte, NC

10.2M
Shares

$786 Million
0.07% of portfolio
Goldman Sachs Group Inc New York, NY

7.36M
Shares

$569 Million
0.09% of portfolio
Bessemer Group Inc Woodbridge, NJ

6.03M
Shares

$467 Million
0.75% of portfolio
Lpl Financial LLC Fort Mill, SC

5.59M
Shares

$432 Million
0.18% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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