West Financial Advisors, LLC Utilities Sector Spdr Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, West Financial Advisors, LLC holds 33,174 shares of XLU stock, worth $2.54 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
33,174
Holding current value
$2.54 Million
% of portfolio
0.52%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$67.67 - $80.78 $2.24 Million - $2.68 Million
33,174 New
33,174 $2.68 Million
Q3 2022

Oct 11, 2022
SELL
$65.51 - $78.12 $50,180 - $59,839
-766 Reduced 3.44%
21,516 $1.41 Million
Q2 2022

Jul 14, 2022
BUY
$64.87 - $76.96 $65,388 - $77,575
1,008 Added 4.74%
22,282 $1.56 Million
Q1 2022

Apr 18, 2022
BUY
$65.03 - $74.54 $1.38 Million - $1.59 Million
21,274 New
21,274 $1.58 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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