Milestone Asset Management, LLC Utilities Sector Spdr Transaction History

Milestone Asset Management, LLC

  • $470 Billion
  • Q1 2025

A detailed history of Milestone Asset Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Milestone Asset Management, LLC holds 32,023 shares of XLU stock, worth $2.53 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
32,023
Holding current value
$2.53 Million
% of portfolio
0.54%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 09, 2025
BUY
$74.7 - $80.27 $2.39 Million - $2.57 Million
32,023 New
32,023 $2.53 Billion
Q2 2024

Jul 19, 2024
BUY
$62.77 - $72.87 $192,703 - $223,710
3,070 New
3,070 $209 Million

Others Institutions Holding XLU

# of Institutions
1,566
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Milestone Asset Management, LLC Portfolio

Follow Milestone Asset Management, 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 Milestone Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Milestone Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email