9258 Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History
9258 Wealth Management, LLC
- $664 Million
- Q3 2024
A detailed history of 9258 Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, 9258 Wealth Management, LLC holds 3,050 shares of XAR stock, worth $514,809. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,050
Previous 3,050
-0.0%
Holding current value
$514,809
Previous $426,000
12.44%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding XAR
# of Institutions
377Shares Held
6.63MCall Options Held
31.7KPut Options Held
5.6K-
Lpl Financial LLC Fort Mill, SC1.03MShares$174 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC769KShares$130 Million0.01% of portfolio
-
Morgan Stanley New York, NY724KShares$122 Million0.01% of portfolio
-
Ubs Group Ag182KShares$30.7 Million0.01% of portfolio
-
Howard Capital Management Group, LLC179KShares$30.3 Million1.99% of portfolio