Truadvice, LLC Utilities Sector Spdr Transaction History

Truadvice, LLC

$229 Million
Q3 2023

A detailed history of Truadvice, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Truadvice, LLC holds 3,790 shares of XLU stock, worth $289,177. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,790

Holding current value

$289,177

% of portfolio

0.1%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 13, 2023	BUY	$58.83 - $68.46 $222,965 - $259,463	3,790 New	3,790 $223,000
Q1 2023 May 01, 2023	BUY	$63.7 - $72.08 $1.51 Million - $1.7 Million	23,646 New	23,646 $1.6 Million
Q2 2022 Aug 11, 2022	BUY	$64.87 - $76.96 $3.17 Million - $3.76 Million	48,824 New	48,824 $3.64 Million

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.02 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$905 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$658 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$429 Million
0.21% of portfolio

View Full List

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
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