Fortem Financial Group, LLC Utilities Sector Spdr Transaction History

Fortem Financial Group, LLC

  • $252 Million
  • Q4 2024

A detailed history of Fortem Financial Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Fortem Financial Group, LLC holds 24,992 shares of XLU stock, worth $1.99 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
24,992
Previous 24,467 2.15%
Holding current value
$1.99 Million
Previous $1.98 Million 4.3%
% of portfolio
0.75%
Previous 0.82%

Shares

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

Jan 06, 2025
BUY
$74.89 - $82.93 $39,317 - $43,538
525 Added 2.15%
24,992 $1.89 Million
Q3 2024

Nov 12, 2024
BUY
$67.67 - $80.78 $1.66 Million - $1.98 Million
24,467 New
24,467 $1.98 Million

Others Institutions Holding XLU

# of Institutions
1,544
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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