Rothschild Investment LLC Utilities Sector Spdr Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024

A detailed history of Rothschild Investment LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rothschild Investment LLC holds 8,650 shares of XLU stock, worth $684,820. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,650
Previous 8,650 -0.0%
Holding current value
$684,820
Previous $589 Million 18.55%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jul 30, 2024
BUY
$62.77 - $72.87 $542,960 - $630,325
8,650 New
8,650 $589 Million
Q1 2024

Jul 31, 2024
BUY
$59.95 - $65.65 $11,990 - $13,130
200 Added 22.22%
1,100 $72.2 Million
Q4 2023

Jul 31, 2024
SELL
$56.19 - $65.96 $435,472 - $511,189
-7,750 Reduced 89.6%
900 $57 Million

Others Institutions Holding XLU

# of Institutions
1,440
Shares Held
171M
Call Options Held
21.3M
Put Options Held
26.5M
View Full List

About UTILITIES SECTOR SPDR

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

Track Rothschild Investment LLC Portfolio

Follow Rothschild Investment LLC 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 Rothschild Investment LLC, based on Form 13F filings with the SEC.

News

Stay updated on Rothschild Investment LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email