Financial & Tax Architects, LLC Utilities Sector Spdr Transaction History

Financial & Tax Architects, LLC

  • $393 Billion
  • Q4 2024

A detailed history of Financial & Tax Architects, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Financial & Tax Architects, LLC holds 10,421 shares of XLU stock, worth $821,904. This represents 0.2% of its overall portfolio holdings.

Number of Shares
10,421
Previous 9,638 8.12%
Holding current value
$821,904
Previous $779 Million 1.31%
% of portfolio
0.2%
Previous 0.2%

Shares

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

Jan 15, 2025
BUY
$74.89 - $82.93 $58,638 - $64,934
783 Added 8.12%
10,421 $789 Million
Q3 2024

Nov 13, 2024
SELL
$67.67 - $80.78 $61,444 - $73,348
-908 Reduced 8.61%
9,638 $779 Million
Q2 2024

Aug 09, 2024
BUY
$62.77 - $72.87 $661,972 - $768,487
10,546 New
10,546 $719 Million
Q4 2022

Feb 09, 2023
BUY
$61.52 - $72.67 $1.09 Million - $1.29 Million
17,782 New
17,782 $1.23 Billion
Q3 2022

Aug 25, 2023
BUY
$65.51 - $78.12 $1.35 Million - $1.61 Million
20,665 New
20,665 $1.35 Billion
Q2 2022

Aug 25, 2023
BUY
$64.87 - $76.96 $54,166 - $64,261
835 Added 3.88%
22,372 $1.57 Billion
Q1 2022

Aug 25, 2023
BUY
$65.03 - $74.54 $1.4 Million - $1.61 Million
21,537 New
21,537 $1.6 Billion
Q4 2021

Aug 25, 2023
BUY
$63.88 - $71.58 $215,531 - $241,510
3,374 Added 23.44%
17,768 $1.27 Billion
Q3 2021

Aug 25, 2023
BUY
$63.56 - $70.07 $237,396 - $261,711
3,735 Added 35.04%
14,394 $919 Million
Q2 2021

Aug 25, 2023
BUY
$63.23 - $67.72 $673,968 - $721,827
10,659 New
10,659 $674 Million

Others Institutions Holding XLU

# of Institutions
1,551
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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