Nvest Financial, LLC Utilities Sector Spdr Transaction History

Nvest Financial, LLC

  • $158 Million
  • Q2 2024

A detailed history of Nvest Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Nvest Financial, LLC holds 16,497 shares of XLU stock, worth $1.26 Million. This represents 0.71% of its overall portfolio holdings.

Number of Shares
16,497
Previous 15,126 9.06%
Holding current value
$1.26 Million
Previous $993,000 13.19%
% of portfolio
0.71%
Previous 0.67%

Shares

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

Jul 19, 2024
BUY
$62.77 - $72.87 $86,057 - $99,904
1,371 Added 9.06%
16,497 $1.12 Million
Q1 2024

Apr 18, 2024
SELL
$59.95 - $65.65 $419 - $459
-7 Reduced 0.05%
15,126 $993,000
Q4 2023

Jan 22, 2024
SELL
$56.19 - $65.96 $86,307 - $101,314
-1,536 Reduced 9.21%
15,133 $958,000
Q3 2023

Oct 13, 2023
BUY
$58.83 - $68.46 $294 - $342
5 Added 0.03%
16,669 $982,000
Q2 2023

Jul 20, 2023
BUY
$64.34 - $69.97 $354,835 - $385,884
5,515 Added 49.47%
16,664 $1.09 Million
Q1 2023

Apr 14, 2023
BUY
$63.7 - $72.08 $513,740 - $581,325
8,065 Added 261.51%
11,149 $754,000
Q4 2022

Jan 19, 2023
BUY
$65.75 - $72.67 $202,773 - $224,114
3,084 New
3,084 $0

Others Institutions Holding XLU

# of Institutions
1,364
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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