Phillips Wealth Planners LLC Utilities Sector Spdr Transaction History
Phillips Wealth Planners LLC
- $94.9 Billion
- Q2 2024
A detailed history of Phillips Wealth Planners LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 4,482 shares of XLU stock, worth $351,971. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,482
Previous 4,472
0.22%
Holding current value
$351,971
Previous $281 Million
10.92%
% of portfolio
0.33%
Previous 0.32%
Shares
7 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