Resurgent Financial Advisors LLC Utilities Sector Spdr Transaction History

Resurgent Financial Advisors LLC

  • $170 Million
  • Q3 2024

A detailed history of Resurgent Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 4,623 shares of XLU stock, worth $360,039. This represents 0.22% of its overall portfolio holdings.

Number of Shares
4,623
Previous 11,001 57.98%
Holding current value
$360,039
Previous $749,000 50.2%
% of portfolio
0.22%
Previous 0.46%

Shares

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

Nov 14, 2024
SELL
$67.67 - $80.78 $431,599 - $515,214
-6,378 Reduced 57.98%
4,623 $373,000
Q2 2024

Aug 14, 2024
SELL
$62.77 - $72.87 $1.53 Million - $1.77 Million
-24,331 Reduced 68.86%
11,001 $749,000
Q1 2024

May 10, 2024
BUY
$59.95 - $65.65 $1.31 Million - $1.44 Million
21,928 Added 163.59%
35,332 $2.32 Million
Q4 2023

Feb 09, 2024
BUY
$56.19 - $65.96 $426,706 - $500,900
7,594 Added 130.71%
13,404 $848,000
Q3 2023

Nov 13, 2023
BUY
$58.83 - $68.46 $246,556 - $286,915
4,191 Added 258.86%
5,810 $342,000
Q2 2023

Aug 14, 2023
BUY
$64.34 - $69.97 $4,954 - $5,387
77 Added 4.99%
1,619 $105,000
Q1 2023

May 15, 2023
BUY
$63.7 - $72.08 $65,356 - $73,954
1,026 Added 198.84%
1,542 $104,000
Q4 2022

Feb 14, 2023
BUY
$61.52 - $72.67 $31,744 - $37,497
516 New
516 $36,000
Q2 2022

Aug 15, 2022
BUY
$64.87 - $76.96 $272,454 - $323,232
4,200 New
4,200 $295,000

Others Institutions Holding XLU

# of Institutions
1,487
Shares Held
158M
Call Options Held
13.2M
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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