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 $246,841. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,174
Previous 2,966 7.01%
Holding current value
$246,841
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
1,550
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
Track This Portfolio

Track Paradigm Financial Partners, LLC Portfolio

Follow Paradigm Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Paradigm Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Paradigm Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email