Evernest Financial Advisors, LLC Utilities Sector Spdr Transaction History

Evernest Financial Advisors, LLC

  • $219 Million
  • Q2 2024

A detailed history of Evernest Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Evernest Financial Advisors, LLC holds 6,011 shares of XLU stock, worth $483,404. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,011
Previous 5,270 14.06%
Holding current value
$483,404
Previous $345 Million 99.88%
% of portfolio
0.19%
Previous 0.16%

Shares

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

Aug 07, 2024
BUY
$62.77 - $72.87 $46,512 - $53,996
741 Added 14.06%
6,011 $409,000
Q1 2024

May 10, 2024
SELL
$59.95 - $65.65 $4,616 - $5,055
-77 Reduced 1.44%
5,270 $345 Million
Q4 2023

May 10, 2024
BUY
$56.19 - $65.96 $5,113 - $6,002
91 Added 1.73%
5,361 $340 Million
Q4 2021

Feb 13, 2024
BUY
$63.88 - $71.58 $341,566 - $382,738
5,347 New
5,347 $322 Million

Others Institutions Holding XLU

# of Institutions
1,365
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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