Rothschild Investment LLC Utilities Sector Spdr Transaction History

Rothschild Investment LLC

  • $1.53 Trillion
  • Q3 2024

A detailed history of Rothschild Investment LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Rothschild Investment LLC holds 8,650 shares of XLU stock, worth $661,552. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,650
Previous 8,650 -0.0%
Holding current value
$661,552
Previous $589 Million 18.55%
% of portfolio
0.05%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,486
Shares Held
180M
Call Options Held
13.1M
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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