Diversify Advisory Services, LLC Utilities Sector Spdr Transaction History

Diversify Advisory Services, LLC

  • $1.86 Trillion
  • Q3 2024

A detailed history of Diversify Advisory Services, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Diversify Advisory Services, LLC holds 65,630 shares of XLU stock, worth $5.02 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
65,630
Previous 299,104 78.06%
Holding current value
$5.02 Million
Previous $20.6 Billion 74.07%
% of portfolio
0.29%
Previous 1.13%

Shares

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

Oct 24, 2024
SELL
$67.67 - $80.78 $15.8 Million - $18.9 Million
-233,474 Reduced 78.06%
65,630 $5.34 Billion
Q2 2024

Jul 12, 2024
BUY
$62.77 - $72.87 $18.6 Million - $21.6 Million
295,928 Added 9317.63%
299,104 $20.6 Billion
Q1 2024

Apr 30, 2024
BUY
$59.95 - $65.65 $190,401 - $208,504
3,176 New
3,176 $207 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
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