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 $330,218. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,205
Previous 2,325
80.86%
Holding current value
$330,218
Previous $153,000
87.58%
% of portfolio
0.25%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,364Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.11 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$868 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$600 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$387 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$318 Million5.19% of portfolio