Trinity Financial Advisors LLC Utilities Sector Spdr Transaction History

Trinity Financial Advisors LLC

  • $247 Million
  • Q3 2024

A detailed history of Trinity Financial Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 4,644 shares of XLU stock, worth $354,848. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,644
Holding current value
$354,848
% of portfolio
0.15%

Shares

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

Oct 03, 2024
BUY
$67.67 - $80.78 $314,259 - $375,142
4,644 New
4,644 $375,000
Q2 2022

Jul 22, 2022
SELL
$64.87 - $76.96 $2.64 Million - $3.13 Million
-40,643 Closed
0 $0
Q1 2022

Apr 27, 2022
BUY
$65.03 - $74.54 $2.64 Million - $3.03 Million
40,643 New
40,643 $3.03 Million

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
180M
Call Options Held
13.1M
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
Track This Portfolio

Track Trinity Financial Advisors LLC Portfolio

Follow Trinity Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Trinity Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trinity Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email