Discipline Wealth Solutions, LLC Utilities Sector Spdr Transaction History
Discipline Wealth Solutions, LLC
- $246 Million
- Q2 2025
A detailed history of Discipline Wealth Solutions, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Discipline Wealth Solutions, LLC holds 3,970 shares of XLU stock, worth $342,134. This represents 0.13% of its overall portfolio holdings.
Number of Shares
3,970Holding current value
$342,134% of portfolio
0.13%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,617Shares Held
152MCall Options Held
15.2MPut Options Held
37.4M-
Morgan Stanley New York, NY12.7MShares$1.1 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.03 Billion0.07% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.83MShares$761 Million3.58% of portfolio
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Lpl Financial LLC Fort Mill, SC7.21MShares$621 Million0.21% of portfolio
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Wells Fargo & Company San Francisco, CA6.24MShares$538 Million0.11% of portfolio