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 $392,014. This represents 0.29% of its overall portfolio holdings.

Number of Shares
5,072
Previous 3,833 32.32%
Holding current value
$392,014
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
1,549
Shares Held
153M
Call Options Held
18.3M
Put Options Held
37.5M
View Full List

About UTILITIES SECTOR SPDR

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

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, 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 Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email