Paradigm Financial Partners, LLC Utilities Sector Spdr Transaction History

Paradigm Financial Partners, LLC

  • $778 Million
  • Q4 2024

A detailed history of Paradigm Financial Partners, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Paradigm Financial Partners, LLC holds 3,174 shares of XLU stock, worth $247,572. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,174
Previous 2,966 7.01%
Holding current value
$247,572
Previous $239,000 0.42%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 13, 2025
BUY
$74.89 - $82.93 $15,577 - $17,249
208 Added 7.01%
3,174 $240,000
Q3 2024

Nov 14, 2024
BUY
$67.67 - $80.78 $200,709 - $239,593
2,966 New
2,966 $239,000
Q4 2021

Feb 10, 2022
BUY
$63.88 - $71.58 $949,767 - $1.06 Million
14,868 New
14,868 $0
Q3 2020

Nov 10, 2020
SELL
$56.7 - $61.49 $480,022 - $520,574
-8,466 Closed
0 $0
Q2 2020

Aug 14, 2020
BUY
$51.79 - $62.83 $438,454 - $531,918
8,466 New
8,466 $484,000

Others Institutions Holding XLU

# of Institutions
1,551
Shares Held
152M
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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