Talisman Wealth Advisors LLC Utilities Sector Spdr Transaction History
Talisman Wealth Advisors LLC
- $86.2 Million
- Q2 2024
A detailed history of Talisman Wealth Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 5,057 shares of XLU stock, worth $397,126. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,057
Previous 4,741
6.67%
Holding current value
$397,126
Previous $311,000
10.61%
% of portfolio
0.4%
Previous 0.39%
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