Acorn Financial Advisory Services Inc Utilities Sector Spdr Transaction History

Acorn Financial Advisory Services Inc

  • $508 Million
  • Q3 2024

A detailed history of Acorn Financial Advisory Services Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 3,433 shares of XLU stock, worth $266,709. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,433
Previous 3,430 0.09%
Holding current value
$266,709
Previous $233,000 18.88%
% of portfolio
0.05%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$67.67 - $80.78 $203 - $242
3 Added 0.09%
3,433 $277,000
Q2 2024

Aug 01, 2024
BUY
$62.77 - $72.87 $188 - $218
3 Added 0.09%
3,430 $233,000
Q1 2024

May 08, 2024
SELL
$59.95 - $65.65 $32,672 - $35,779
-545 Reduced 13.72%
3,427 $224,000
Q4 2023

Jan 17, 2024
SELL
$56.19 - $65.96 $13,710 - $16,094
-244 Reduced 5.79%
3,972 $251,000
Q3 2023

Oct 10, 2023
SELL
$58.83 - $68.46 $1,117 - $1,300
-19 Reduced 0.45%
4,216 $248,000
Q2 2023

Jul 20, 2023
BUY
$64.34 - $69.97 $272,479 - $296,322
4,235 New
4,235 $277,000

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
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More about XLU
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