Vital Stone Financial, LLC Utilities Sector Spdr Transaction History

Vital Stone Financial, LLC

  • $141 Million
  • Q3 2024

A detailed history of Vital Stone Financial, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Vital Stone Financial, LLC holds 5,072 shares of XLU stock, worth $412,505. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,072
Previous 3,833 32.32%
Holding current value
$412,505
Previous $261,000 56.7%
% of portfolio
0.29%
Previous 0.19%

Shares

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

Oct 11, 2024
BUY
$67.67 - $80.78 $83,843 - $100,086
1,239 Added 32.32%
5,072 $409,000
Q2 2024

Aug 07, 2024
BUY
$62.77 - $72.87 $239,467 - $277,999
3,815 Added 21194.44%
3,833 $261,000
Q1 2024

May 06, 2024
SELL
$59.95 - $65.65 $2,997 - $3,282
-50 Reduced 73.53%
18 $1,000
Q3 2023

Nov 15, 2023
BUY
$58.83 - $68.46 $4,000 - $4,655
68 New
68 $4,000

Others Institutions Holding XLU

# of Institutions
1,573
Shares Held
148M
Call Options Held
13.6M
Put Options Held
38.2M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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