Rothschild Investment LLC Utilities Sector Spdr Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q4 2024

A detailed history of Rothschild Investment LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rothschild Investment LLC holds 8,550 shares of XLU stock, worth $668,097. This represents 0.04% of its overall portfolio holdings.

Number of Shares
8,550
Previous 8,650 1.16%
Holding current value
$668,097
Previous $699 Million 7.38%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Feb 04, 2025
SELL
$74.89 - $82.93 $7,489 - $8,293
-100 Reduced 1.16%
8,550 $647 Million
Q2 2024

Jul 30, 2024
BUY
$62.77 - $72.87 $542,960 - $630,325
8,650 New
8,650 $589 Million
Q1 2024

Jul 31, 2024
BUY
$59.95 - $65.65 $11,990 - $13,130
200 Added 22.22%
1,100 $72.2 Million
Q4 2023

Jul 31, 2024
SELL
$56.19 - $65.96 $435,472 - $511,189
-7,750 Reduced 89.6%
900 $57 Million

Others Institutions Holding XLU

# of Institutions
1,501
Shares Held
157M
Call Options Held
13.2M
Put Options Held
41.1M
View Full List

About UTILITIES SECTOR SPDR

XLU Quotes by TradingView
  • Ticker XLU
  • Sector ETFs
  • Industry ETFs
More about XLU
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