A detailed history of Gradient Capital Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 3,048 shares of XLU stock, worth $241,645. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,048
Holding current value
$241,645
% of portfolio
0.08%

Shares

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

Oct 16, 2024

BUY
$67.67 - $80.78 $206,258 - $246,217
3,048 New
3,048 $246,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.