All Terrain Financial Advisors, LLC Utilities Sector Spdr Transaction History

All Terrain Financial Advisors, LLC

  • $232 Million
  • Q1 2024

A detailed history of All Terrain Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, All Terrain Financial Advisors, LLC holds 4,947 shares of XLU stock, worth $336,494. This represents 0.14% of its overall portfolio holdings.

Number of Shares
4,947
Previous 4,937 0.2%
Holding current value
$336,494
Previous $312,000 3.85%
% of portfolio
0.14%
Previous 0.14%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
BUY
$59.95 - $65.65 $599 - $656
10 Added 0.2%
4,947 $324,000
Q4 2023

Feb 14, 2024
BUY
$56.19 - $65.96 $618 - $725
11 Added 0.22%
4,937 $312,000
Q3 2023

Nov 14, 2023
BUY
$58.83 - $68.46 $529 - $616
9 Added 0.18%
4,926 $290,000
Q2 2023

Aug 04, 2023
BUY
$64.34 - $69.97 $579 - $629
9 Added 0.18%
4,917 $321,000
Q1 2023

May 12, 2023
BUY
$63.7 - $72.08 $573 - $648
9 Added 0.18%
4,908 $332,000
Q4 2022

Feb 14, 2023
BUY
$65.75 - $72.67 $591 - $654
9 Added 0.18%
4,899 $345,000
Q3 2022

Nov 14, 2022
SELL
N/A
-18 Reduced 0.37%
4,890 $320,000
Q2 2022

Aug 15, 2022
SELL
N/A
-277 Reduced 5.34%
4,908 $344,000
Q1 2022

May 16, 2022
BUY
N/A
8 Added 0.15%
5,185 $386,000
Q4 2021

Feb 14, 2022
BUY
N/A
9 Added 0.17%
5,177 $371,000
Q3 2021

Nov 12, 2021
BUY
N/A
1,372 Added 36.14%
5,168 $330,000
Q2 2021

Aug 13, 2021
BUY
N/A
3,796 New
3,796 $240,000

Others Institutions Holding XLU

# of Institutions
1,249
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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