Envestnet Portfolio Solutions, Inc. Utilities Sector Spdr Transaction History

Envestnet Portfolio Solutions, Inc.

  • $28 Billion
  • Q3 2024

A detailed history of Envestnet Portfolio Solutions, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Envestnet Portfolio Solutions, Inc. holds 42,654 shares of XLU stock, worth $3.38 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
42,654
Previous 32,019 33.21%
Holding current value
$3.38 Million
Previous $2.18 Million 57.96%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$67.67 - $80.78 $719,670 - $859,095
10,635 Added 33.21%
42,654 $3.45 Million
Q2 2024

Jul 16, 2024
BUY
$62.77 - $72.87 $42,432 - $49,260
676 Added 2.16%
32,019 $2.18 Million
Q1 2024

May 06, 2024
BUY
$59.95 - $65.65 $653,574 - $715,716
10,902 Added 53.33%
31,343 $2.06 Million
Q4 2023

Feb 07, 2024
SELL
$56.19 - $65.96 $2,809 - $3,297
-50 Reduced 0.24%
20,441 $1.29 Million
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $1.21 Million - $1.4 Million
20,491 New
20,491 $1.21 Million

Others Institutions Holding XLU

# of Institutions
1,481
Shares Held
179M
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
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