A detailed history of Bok Financial Private Wealth, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Bok Financial Private Wealth, Inc. holds 720 shares of XLU stock, worth $57,081. This represents 0.0% of its overall portfolio holdings.

Number of Shares
720
Previous 691 4.2%
Holding current value
$57,081
Previous $45,000 8.89%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$62.77 - $72.87 $1,820 - $2,113
29 Added 4.2%
720 $49,000
Q1 2024

Apr 30, 2024

SELL
$59.95 - $65.65 $30,034 - $32,890
-501 Reduced 42.03%
691 $45,000
Q3 2022

Nov 07, 2022

BUY
$65.51 - $78.12 $78,087 - $93,119
1,192 New
1,192 $78,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Bok Financial Private Wealth, Inc. Portfolio

Follow Bok Financial Private Wealth, 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 Bok Financial Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Bok Financial Private Wealth, Inc. with notifications on news.