West Financial Advisors, LLC Utilities Sector Spdr Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q3 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 33,174 shares of XLU stock, worth $2.53 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
33,174
Holding current value
$2.53 Million
% of portfolio
0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,486
Shares Held
180M
Call Options Held
13.1M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

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

Track West Financial Advisors, LLC Portfolio

Follow West Financial Advisors, 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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email