Transamerica Financial Advisors, Inc. Utilities Sector Spdr Transaction History

Transamerica Financial Advisors, Inc.

$937 Million
Q2 2024

A detailed history of Transamerica Financial Advisors, Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Transamerica Financial Advisors, Inc. holds 1 shares of XLU stock, worth $79. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 1 -0.0%

Holding current value

$79

Previous $1,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 15, 2022	BUY	$64.87 - $76.96 $64 - $76	1 New	1 $0
Q3 2020 Nov 12, 2020	SELL	$56.7 - $61.49 $299,092 - $324,359	-5,275 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	$51.79 - $62.83 $273,192 - $331,428	5,275 New	5,275 $298,000
Q3 2019 Nov 12, 2019	SELL	$62.5 - $64.93 $1.06 Million - $1.1 Million	-16,971 Closed	0 $0
Q2 2019 Aug 21, 2019	BUY	N/A	16,971 New	16,971 $1.01 Million
Q1 2019 May 14, 2019	SELL	N/A	-22,785 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	N/A	9,514 Added 71.69%	22,785 $1.21 Million
Q3 2018 Nov 13, 2018	BUY	N/A	7,588 Added 133.52%	13,271 $699,000
Q2 2018 Jul 25, 2018	BUY	N/A	213 Added 3.89%	5,683 $296,000
Q1 2018 May 09, 2018	BUY	N/A	506 Added 10.19%	5,470 $277,000
Q4 2017 Feb 09, 2018	BUY	N/A	34 Added 0.69%	4,964 $262,000
Q3 2017 Nov 13, 2017	BUY	N/A	4,930	4,930 $262,000

Others Institutions Holding XLU

# of Institutions

1,440

Shares Held

171M

Call Options Held

21.3M

Put Options Held

26.5M

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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Transamerica Financial Advisors, Inc. Utilities Sector Spdr Transaction History