Financial Perspectives, Inc Utilities Sector Spdr Transaction History

Financial Perspectives, Inc

  • $264 Billion
  • Q1 2024

A detailed history of Financial Perspectives, Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial Perspectives, Inc holds 71 shares of XLU stock, worth $4,858. This represents 0.0% of its overall portfolio holdings.

Number of Shares
71
Previous 71 -0.0%
Holding current value
$4,858
Previous $4.5 Million 3.67%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 01, 2024
SELL
$56.19 - $65.96 $1,517 - $1,780
-27 Reduced 27.55%
71 $4.5 Million
Q3 2023

Jan 09, 2024
BUY
$58.83 - $68.46 $1,588 - $1,848
27 Added 38.03%
98 $5.78 Million
Q2 2021

Jan 09, 2024
SELL
N/A
-4,476 Reduced 98.44%
71 $4.49 Million
Q1 2021

Jan 09, 2024
BUY
N/A
4,476 Added 6304.23%
4,547 $71,000
Q4 2019

Jan 09, 2024
BUY
N/A
71 New
71 $4.59 Million

Others Institutions Holding XLU

# of Institutions
1,250
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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