Cornerstone Planning Group LLC Utilities Sector Spdr Transaction History

Cornerstone Planning Group LLC

  • $322 Billion
  • Q1 2024

A detailed history of Cornerstone Planning Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 232 shares of XLU stock, worth $15,903. This represents 0.0% of its overall portfolio holdings.

Number of Shares
232
Previous 392 40.82%
Holding current value
$15,903
Previous $24.8 Million 36.3%
% of portfolio
0.0%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 07, 2024
SELL
$59.95 - $65.65 $9,592 - $10,504
-160 Reduced 40.82%
232 $15.8 Million
Q4 2023

Feb 12, 2024
BUY
$56.19 - $65.96 $3,989 - $4,683
71 Added 22.12%
392 $24.8 Million
Q2 2023

Aug 15, 2023
SELL
$64.34 - $69.97 $13,189 - $14,343
-205 Reduced 38.97%
321 $21 Million
Q4 2022

Feb 14, 2023
BUY
$65.75 - $72.67 $34,584 - $38,224
526 New
526 $36.2 Million

Others Institutions Holding XLU

# of Institutions
1,251
Shares Held
138M
Call Options Held
17.4M
Put Options Held
29.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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