Carson Advisory Inc. Utilities Sector Spdr Transaction History

Carson Advisory Inc.

  • $137 Million
  • Q2 2024

A detailed history of Carson Advisory Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Carson Advisory Inc. holds 8,435 shares of XLU stock, worth $685,849. This represents 0.42% of its overall portfolio holdings.

Number of Shares
8,435
Previous 8,298 1.65%
Holding current value
$685,849
Previous $544,000 5.51%
% of portfolio
0.42%
Previous 0.39%

Shares

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

Aug 07, 2024
BUY
$62.77 - $72.87 $8,599 - $9,983
137 Added 1.65%
8,435 $574,000
Q1 2024

May 03, 2024
BUY
$59.95 - $65.65 $12,649 - $13,852
211 Added 2.61%
8,298 $544,000
Q4 2023

Feb 06, 2024
BUY
$56.19 - $65.96 $454,408 - $533,418
8,087 New
8,087 $512,000

Others Institutions Holding XLU

# of Institutions
1,369
Shares Held
151M
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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