Vantage Financial Partners, LLC Utilities Sector Spdr Transaction History

Vantage Financial Partners, LLC

  • $357 Million
  • Q4 2024

A detailed history of Vantage Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Vantage Financial Partners, LLC holds 18,779 shares of XLU stock, worth $1.49 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
18,779
Previous 19,706 4.7%
Holding current value
$1.49 Million
Previous $1.59 Million 10.69%
% of portfolio
0.4%
Previous 0.41%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
SELL
$74.89 - $82.93 $69,423 - $76,876
-927 Reduced 4.7%
18,779 $1.42 Million
Q3 2024

Nov 08, 2024
BUY
$67.67 - $80.78 $244,085 - $291,373
3,607 Added 22.41%
19,706 $1.59 Million
Q2 2024

Aug 07, 2024
BUY
$62.77 - $72.87 $7,909 - $9,181
126 Added 0.79%
16,099 $1.1 Million
Q1 2024

May 02, 2024
BUY
$59.95 - $65.65 $957,581 - $1.05 Million
15,973 New
15,973 $1.05 Million

Others Institutions Holding XLU

# of Institutions
1,539
Shares Held
155M
Call Options Held
15.5M
Put Options Held
41.3M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
Track This Portfolio

Track Vantage Financial Partners, LLC Portfolio

Follow Vantage Financial Partners, 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 Vantage Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vantage Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email