Dynamic Wealth Strategies, LLC Utilities Sector Spdr Transaction History
Dynamic Wealth Strategies, LLC
- $116 Million
- Q2 2024
A detailed history of Dynamic Wealth Strategies, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 4,205 shares of XLU stock, worth $326,686. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,205
Previous 2,325
80.86%
Holding current value
$326,686
Previous $153,000
87.58%
% of portfolio
0.25%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,436Shares Held
171MCall Options Held
21.4MPut Options Held
26.4M-
Bank Of America Corp Charlotte, NC14.1MShares$1.1 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$921 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$859 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$594 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$437 Million0.21% of portfolio