Resurgent Financial Advisors LLC Utilities Sector Spdr Transaction History

Resurgent Financial Advisors LLC

$163 Million
Q2 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 11,001 shares of XLU stock, worth $894,491. This represents 0.46% of its overall portfolio holdings.

Number of Shares

11,001

Previous 35,332 68.86%

Holding current value

$894,491

Previous $2.32 Million 67.7%

% of portfolio

0.46%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,368

Shares Held

151M

Call Options Held

21.4M

Put Options Held

26.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Resurgent Financial Advisors LLC Utilities Sector Spdr Transaction History