A detailed history of Imz Advisory Inc transactions in Utilities Sector Spdr stock. As of the latest transaction made, Imz Advisory Inc holds 43,398 shares of XLU stock, worth $3.28 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
43,398
Previous 31,133 39.4%
Holding current value
$3.28 Million
Previous $2.12 Billion 66.34%
% of portfolio
1.63%
Previous 1.06%

Shares

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

Oct 07, 2024

BUY
$67.67 - $80.78 $829,972 - $990,766
12,265 Added 39.4%
43,398 $3.53 Billion
Q2 2024

Jul 12, 2024

SELL
$62.77 - $72.87 $1.11 Million - $1.29 Million
-17,660 Reduced 36.19%
31,133 $2.12 Billion
Q1 2024

Apr 15, 2024

SELL
$59.95 - $65.65 $85,129 - $93,223
-1,420 Reduced 2.83%
48,793 $3.2 Billion
Q4 2023

Apr 02, 2024

BUY
$56.19 - $65.96 $2.82 Million - $3.31 Million
50,213 New
50,213 $3.07 Billion

Others Institutions Holding XLU

About UTILITIES SECTOR SPDR


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