Clearview Wealth Advisors LLC Utilities Sector Spdr Transaction History

Clearview Wealth Advisors LLC

$129 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 07, 2023	SELL	$64.34 - $69.97 $7,399 - $8,046	-115 Reduced 11.59%	877 $57,000
Q1 2023 Apr 12, 2023	BUY	$63.7 - $72.08 $573 - $648	9 Added 0.92%	992 $67,000
Q4 2022 Jan 31, 2023	BUY	$61.52 - $72.67 $307 - $363	5 Added 0.51%	983 $69,000
Q3 2022 Oct 18, 2022	BUY	$65.51 - $78.12 $327 - $390	5 Added 0.51%	978 $64,000
Q2 2022 Aug 05, 2022	BUY	$64.87 - $76.96 $259 - $307	4 Added 0.41%	973 $68,000
Q1 2022 Apr 29, 2022	SELL	$65.03 - $74.54 $31,279 - $35,853	-481 Reduced 33.17%	969 $72,000
Q4 2021 Feb 02, 2022	BUY	$63.88 - $71.58 $21,399 - $23,979	335 Added 30.04%	1,450 $104,000
Q3 2021 Nov 02, 2021	BUY	$63.56 - $70.07 $64,513 - $71,121	1,015 Added 1015.0%	1,115 $71,000
Q4 2020 Jan 21, 2021	BUY	$59.98 - $66.76 $5,998 - $6,676	100 New	100 $6,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.07 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.03 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$907 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$660 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$430 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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