Perissos Private Wealth Management, LLC Utilities Sector Spdr Transaction History
Perissos Private Wealth Management, LLC
- $134 Billion
- Q4 2024
A detailed history of Perissos Private Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 2,938 shares of XLU stock, worth $225,462. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,938
Previous 2,938
-0.0%
Holding current value
$225,462
Previous $237 Million
6.3%
% of portfolio
0.17%
Previous 0.19%
Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,484Shares Held
160MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.07 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.03 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$662 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$432 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$399 Million0.69% of portfolio