Peak Financial Advisors LLC Utilities Sector Spdr Transaction History

Peak Financial Advisors LLC

  • $159 Million
  • Q3 2024

A detailed history of Peak Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Peak Financial Advisors LLC holds 21,111 shares of XLU stock, worth $1.67 Million. This represents 1.07% of its overall portfolio holdings.

Number of Shares
21,111
Previous 21,010 0.48%
Holding current value
$1.67 Million
Previous $1.43 Million 19.15%
% of portfolio
1.07%
Previous 1.03%

Shares

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

Oct 09, 2024
BUY
$67.67 - $80.78 $6,834 - $8,158
101 Added 0.48%
21,111 $1.71 Million
Q2 2024

Jul 12, 2024
BUY
$62.77 - $72.87 $1.32 Million - $1.53 Million
21,010 New
21,010 $1.43 Million
Q3 2022

Oct 26, 2022
SELL
$65.51 - $78.12 $2.24 Million - $2.68 Million
-34,263 Reduced 62.03%
20,969 $1.37 Million
Q2 2022

Jul 14, 2022
SELL
$64.87 - $76.96 $727,192 - $862,721
-11,210 Reduced 16.87%
55,232 $3.87 Million
Q1 2022

Apr 22, 2022
BUY
$65.03 - $74.54 $4.32 Million - $4.95 Million
66,442 New
66,442 $4.95 Million

Others Institutions Holding XLU

# of Institutions
1,422
Shares Held
166M
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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