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 19,706 shares of XLU stock, worth $1.53 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
19,706
Previous 16,099 22.41%
Holding current value
$1.53 Million
Previous $1.1 Million 45.16%
% of portfolio
0.41%
Previous 0.29%

Shares

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

About UTILITIES SECTOR SPDR


  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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