Occidental Asset Management, LLC Utilities Sector Spdr Transaction History

Occidental Asset Management, LLC

  • $616 Million
  • Q3 2024

A detailed history of Occidental Asset Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Occidental Asset Management, LLC holds 32,502 shares of XLU stock, worth $2.47 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
32,502
Holding current value
$2.47 Million
% of portfolio
0.43%

Shares

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

Oct 11, 2024
BUY
$67.67 - $80.78 $2.2 Million - $2.63 Million
32,502 New
32,502 $2.63 Million
Q2 2020

Jul 17, 2020
SELL
$51.79 - $62.83 $545,193 - $661,411
-10,527 Closed
0 $0
Q1 2020

Apr 23, 2020
BUY
$44.93 - $70.98 $472,978 - $747,206
10,527 New
10,527 $583,000

Others Institutions Holding XLU

# of Institutions
1,486
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
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