Larson Financial Group LLC Utilities Sector Spdr Transaction History

Larson Financial Group LLC

  • $1.75 Billion
  • Q3 2024

A detailed history of Larson Financial Group LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Larson Financial Group LLC holds 13,384 shares of XLU stock, worth $1.09 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,384
Previous 6,774 97.58%
Holding current value
$1.09 Million
Previous $461,000 134.49%
% of portfolio
0.06%
Previous 0.03%

Shares

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

Nov 12, 2024
BUY
$67.67 - $80.78 $447,298 - $533,955
6,610 Added 97.58%
13,384 $1.08 Million
Q2 2024

Aug 02, 2024
BUY
$62.77 - $72.87 $184,104 - $213,727
2,933 Added 76.36%
6,774 $461,000
Q1 2024

May 03, 2024
SELL
$59.95 - $65.65 $45,382 - $49,697
-757 Reduced 16.46%
3,841 $252,000
Q4 2023

Feb 01, 2024
BUY
$56.19 - $65.96 $73,665 - $86,473
1,311 Added 39.88%
4,598 $291,000
Q3 2023

Nov 03, 2023
BUY
$58.83 - $68.46 $8,000 - $9,310
136 Added 4.32%
3,287 $193,000
Q2 2023

Aug 03, 2023
SELL
$64.34 - $69.97 $17,500 - $19,031
-272 Reduced 7.95%
3,151 $206,000
Q1 2023

May 04, 2023
BUY
$63.7 - $72.08 $8,726 - $9,874
137 Added 4.17%
3,423 $231,000
Q4 2022

Feb 03, 2023
SELL
$61.52 - $72.67 $2,522 - $2,979
-41 Reduced 1.23%
3,286 $231,000
Q3 2022

Nov 03, 2022
BUY
$65.51 - $78.12 $150,541 - $179,519
2,298 Added 223.32%
3,327 $218,000
Q2 2022

Aug 04, 2022
BUY
$64.87 - $76.96 $57,280 - $67,955
883 Added 604.79%
1,029 $72,000
Q1 2021

May 06, 2021
BUY
$58.36 - $64.15 $525 - $577
9 Added 6.57%
146 $9,000
Q2 2019

Jul 16, 2019
BUY
N/A
1 Added 0.74%
137 $8,000
Q1 2019

Apr 05, 2019
BUY
N/A
1 Added 0.74%
136 $8,000
Q4 2018

Feb 07, 2019
BUY
N/A
135 New
135 $7,000

Others Institutions Holding XLU

# of Institutions
1,482
Shares Held
180M
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
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group 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 Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email