Avion Wealth Utilities Sector Spdr Transaction History

Avion Wealth

  • $382 Million
  • Q3 2024

A detailed history of Avion Wealth transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avion Wealth holds 126 shares of XLU stock, worth $9,989. This represents 0.0% of its overall portfolio holdings.

Number of Shares
126
Previous 137 8.03%
Holding current value
$9,989
Previous $9,000 11.11%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 18, 2024
SELL
$67.67 - $80.78 $744 - $888
-11 Reduced 8.03%
126 $10,000
Q2 2024

Jul 26, 2024
BUY
$62.77 - $72.87 $1,632 - $1,894
26 Added 23.42%
137 $9,000
Q4 2021

Jan 26, 2022
BUY
$63.88 - $71.58 $63 - $71
1 Added 0.91%
111 $8,000
Q2 2021

Jul 27, 2021
BUY
$63.23 - $67.72 $632 - $677
10 Added 10.0%
110 $7,000
Q3 2020

Oct 30, 2020
BUY
$56.7 - $61.49 $5,670 - $6,149
100 New
100 $6,000

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
Call Options Held
21.4M
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
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