A detailed history of Pinnacle Family Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Pinnacle Family Advisors, LLC holds 11,483 shares of XLU stock, worth $910,027. This represents 0.54% of its overall portfolio holdings.

Number of Shares
11,483
Previous 6,548 75.37%
Holding current value
$910,027
Previous $446,000 107.85%
% of portfolio
0.54%
Previous 0.27%

Shares

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

Nov 14, 2024

BUY
$67.67 - $80.78 $333,951 - $398,649
4,935 Added 75.37%
11,483 $927,000
Q2 2024

Aug 14, 2024

BUY
$62.77 - $72.87 $411,017 - $477,152
6,548 New
6,548 $446,000

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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