Beacon Financial Advisory LLC Utilities Sector Spdr Transaction History

Beacon Financial Advisory LLC

  • $270 Million
  • Q3 2024

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2020

Jan 25, 2021
SELL
$59.98 - $66.76 $211,609 - $235,529
-3,528 Closed
0 $0
Q3 2020

Oct 08, 2020
BUY
$56.7 - $61.49 $200,037 - $216,936
3,528 New
3,528 $209,000
Q1 2020

Apr 15, 2020
SELL
$44.93 - $70.98 $144,899 - $228,910
-3,225 Closed
0 $0
Q4 2019

Jan 24, 2020
BUY
$61.37 - $64.82 $197,918 - $209,044
3,225 New
3,225 $208,000

Others Institutions Holding XLU

# of Institutions
1,480
Shares Held
163M
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 Beacon Financial Advisory LLC Portfolio

Follow Beacon Financial Advisory LLC 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 Beacon Financial Advisory LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Advisory LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email