Kaizen Financial Strategies Utilities Sector Spdr Transaction History

Kaizen Financial Strategies

  • $165 Million
  • Q4 2024

A detailed history of Kaizen Financial Strategies transactions in Utilities Sector Spdr stock. As of the latest transaction made, Kaizen Financial Strategies holds 3,320 shares of XLU stock, worth $261,848. This represents 0.15% of its overall portfolio holdings.

Number of Shares
3,320
Previous 6,340 47.63%
Holding current value
$261,848
Previous $512,000 50.98%
% of portfolio
0.15%
Previous 0.31%

Shares

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

Feb 14, 2025
SELL
$74.89 - $82.93 $226,167 - $250,448
-3,020 Reduced 47.63%
3,320 $251,000
Q3 2024

Nov 04, 2024
BUY
$67.67 - $80.78 $429,027 - $512,145
6,340 New
6,340 $512,000

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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