Capasso Planning Partners LLC Utilities Sector Spdr Transaction History

Capasso Planning Partners LLC

  • $330 Million
  • Q3 2024

A detailed history of Capasso Planning Partners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Capasso Planning Partners LLC holds 13,337 shares of XLU stock, worth $1.01 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
13,337
Previous 9,284 43.66%
Holding current value
$1.01 Million
Previous $632,000 70.41%
% of portfolio
0.33%
Previous 0.21%

Shares

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

Dec 02, 2024
BUY
$67.67 - $80.78 $274,266 - $327,401
4,053 Added 43.66%
13,337 $1.08 Million
Q2 2024

Dec 02, 2024
BUY
$62.77 - $72.87 $582,756 - $676,525
9,284 New
9,284 $632,000

Others Institutions Holding XLU

# of Institutions
1,486
Shares Held
168M
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
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