Avidian Wealth Solutions, LLC Utilities Sector Spdr Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,201 shares of XLU stock, worth $319,612. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,201
Previous 3,301 27.26%
Holding current value
$319,612
Previous $224,000 51.34%
% of portfolio
0.02%
Previous 0.01%

Shares

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

Oct 30, 2024
BUY
$67.67 - $80.78 $60,903 - $72,702
900 Added 27.26%
4,201 $339,000
Q2 2024

Aug 06, 2024
BUY
$62.77 - $72.87 $207,203 - $240,543
3,301 New
3,301 $224,000
Q3 2023

Oct 13, 2023
BUY
$58.83 - $68.46 $291,149 - $338,808
4,949 Added 7.16%
74,069 $4.36 Million
Q2 2023

Aug 03, 2023
BUY
$64.34 - $69.97 $3.49 Million - $3.8 Million
54,250 Added 364.83%
69,120 $4.52 Million
Q1 2023

May 08, 2023
BUY
$63.7 - $72.08 $947,219 - $1.07 Million
14,870 New
14,870 $1.01 Million
Q3 2022

Nov 03, 2022
SELL
$65.51 - $78.12 $84,638 - $100,931
-1,292 Reduced 7.31%
16,392 $1.07 Million
Q2 2022

Jul 29, 2022
SELL
$64.87 - $76.96 $126,366 - $149,918
-1,948 Reduced 9.92%
17,684 $1.24 Million
Q1 2022

May 10, 2022
BUY
$65.03 - $74.54 $1.08 Million - $1.24 Million
16,678 Added 564.59%
19,632 $1.46 Million
Q4 2021

Feb 14, 2022
BUY
$63.88 - $71.58 $188,701 - $211,447
2,954 New
2,954 $211,000
Q4 2020

Feb 09, 2021
SELL
$59.98 - $66.76 $304,938 - $339,407
-5,084 Closed
0 $0
Q3 2020

Nov 06, 2020
SELL
$56.7 - $61.49 $227,877 - $247,128
-4,019 Reduced 44.15%
5,084 $302,000
Q2 2020

Aug 10, 2020
SELL
$51.79 - $62.83 $226,322 - $274,567
-4,370 Reduced 32.44%
9,103 $514,000
Q1 2020

Apr 22, 2020
BUY
$44.93 - $70.98 $11,052 - $17,461
246 Added 1.86%
13,473 $747,000
Q4 2019

Feb 13, 2020
SELL
$61.37 - $64.82 $615,234 - $649,820
-10,025 Reduced 43.11%
13,227 $855,000
Q3 2019

Nov 14, 2019
BUY
$62.5 - $64.93 $223,125 - $231,800
3,570 Added 18.14%
23,252 $1.51 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-1,551 Reduced 7.3%
19,682 $1.17 Million
Q1 2019

May 15, 2019
SELL
N/A
-2,367 Reduced 10.03%
21,233 $1.24 Million
Q4 2018

Feb 14, 2019
BUY
N/A
11,249 Added 91.08%
23,600 $1.25 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-4,047 Reduced 24.68%
12,351 $650,000
Q2 2018

Aug 14, 2018
BUY
N/A
12,084 Added 280.11%
16,398 $852,000
Q1 2018

May 15, 2018
SELL
N/A
-3,647 Reduced 45.81%
4,314 $218,000
Q4 2017

Feb 14, 2018
SELL
N/A
-901 Reduced 10.17%
7,961 $419,000
Q3 2017

Nov 14, 2017
BUY
N/A
323 Added 3.78%
8,862 $470,000
Q2 2017

Aug 14, 2017
BUY
N/A
8,539
8,539 $444,000

Others Institutions Holding XLU

# of Institutions
1,486
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
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