West Financial Advisors, LLC Utilities Sector Spdr Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q4 2024

A detailed history of West Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 36,252 shares of XLU stock, worth $2.85 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares
36,252
Previous 33,174 9.28%
Holding current value
$2.85 Million
Previous $2.68 Million 2.39%
% of portfolio
0.53%
Previous 0.52%

Shares

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

Jan 14, 2025
BUY
$74.89 - $82.93 $230,511 - $255,258
3,078 Added 9.28%
36,252 $2.74 Million
Q3 2024

Oct 08, 2024
BUY
$67.67 - $80.78 $2.24 Million - $2.68 Million
33,174 New
33,174 $2.68 Million
Q3 2022

Oct 11, 2022
SELL
$65.51 - $78.12 $50,180 - $59,839
-766 Reduced 3.44%
21,516 $1.41 Million
Q2 2022

Jul 14, 2022
BUY
$64.87 - $76.96 $65,388 - $77,575
1,008 Added 4.74%
22,282 $1.56 Million
Q1 2022

Apr 18, 2022
BUY
$65.03 - $74.54 $1.38 Million - $1.59 Million
21,274 New
21,274 $1.58 Million

Others Institutions Holding XLU

# of Institutions
1,552
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
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