Avantax Planning Partners, Inc. Utilities Sector Spdr Transaction History

Avantax Planning Partners, Inc.

  • $2.78 Billion
  • Q3 2024

A detailed history of Avantax Planning Partners, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avantax Planning Partners, Inc. holds 3,966 shares of XLU stock, worth $323,030. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,966
Previous 4,366 9.16%
Holding current value
$323,030
Previous $297,000 7.74%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 13, 2024
SELL
$67.67 - $80.78 $27,068 - $32,312
-400 Reduced 9.16%
3,966 $320,000
Q1 2024

May 02, 2024
SELL
$59.95 - $65.65 $13,968 - $15,296
-233 Reduced 5.07%
4,366 $286,000
Q4 2023

Feb 09, 2024
SELL
$56.19 - $65.96 $56 - $65
-1 Reduced 0.02%
4,599 $291,000
Q3 2023

Nov 03, 2023
SELL
$58.83 - $68.46 $28,885 - $33,613
-491 Reduced 9.64%
4,600 $271,000
Q1 2023

Apr 20, 2023
SELL
$63.7 - $72.08 $17,836 - $20,182
-280 Reduced 5.21%
5,091 $344,000
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $11,873 - $14,025
193 Added 3.73%
5,371 $378,000
Q3 2022

Oct 14, 2022
BUY
$65.51 - $78.12 $8,319 - $9,921
127 Added 2.51%
5,178 $339,000
Q2 2022

Jul 18, 2022
BUY
$64.87 - $76.96 $25,364 - $30,091
391 Added 8.39%
5,051 $354,000
Q1 2022

May 09, 2022
BUY
$65.03 - $74.54 $9,494 - $10,882
146 Added 3.23%
4,660 $347,000
Q4 2021

Jan 28, 2022
SELL
$63.88 - $71.58 $47,590 - $53,327
-745 Reduced 14.17%
4,514 $323,000
Q3 2021

Oct 27, 2021
BUY
$63.56 - $70.07 $70,996 - $78,268
1,117 Added 26.97%
5,259 $336,000
Q1 2021

May 06, 2021
BUY
$58.36 - $64.15 $46,396 - $50,999
795 Added 23.75%
4,142 $265,000
Q4 2020

Feb 04, 2021
SELL
$59.98 - $66.76 $2,639 - $2,937
-44 Reduced 1.3%
3,347 $210,000
Q3 2020

Oct 28, 2020
BUY
$56.7 - $61.49 $192,269 - $208,512
3,391 New
3,391 $201,000
Q1 2020

Apr 27, 2020
SELL
$44.93 - $70.98 $152,357 - $240,693
-3,391 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$61.37 - $64.82 $70,820 - $74,802
-1,154 Reduced 25.39%
3,391 $219,000
Q3 2019

Nov 08, 2019
BUY
$62.5 - $64.93 $54,812 - $56,943
877 Added 23.91%
4,545 $294,000
Q2 2019

Aug 07, 2019
BUY
N/A
152 Added 4.32%
3,668 $223,000
Q1 2019

May 08, 2019
BUY
N/A
3,516 New
3,516 $205,000
Q4 2018

Feb 14, 2019
SELL
N/A
-3,350 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
3,350 New
3,350 $176,000
Q2 2018

Aug 13, 2018
SELL
N/A
-2,509 Closed
0 $0
Q1 2018

May 15, 2018
BUY
N/A
2,509 New
2,509 $127,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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

Track Avantax Planning Partners, Inc. Portfolio

Follow Avantax Planning Partners, Inc. 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 Avantax Planning Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Avantax Planning Partners, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email