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 $526,308. This represents 0.07% of its overall portfolio holdings.
Number of Shares
3,050
Previous 3,050
-0.0%
Holding current value
$526,308
Previous $426,000
12.44%
% of portfolio
0.07%
Previous 0.07%
Shares
4 transactions
Others Institutions Holding XAR
# of Institutions
375Shares Held
6.62MCall Options Held
31.7KPut Options Held
5.6K-
Lpl Financial LLC Fort Mill, SC1.03MShares$178 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC769KShares$133 Million0.01% of portfolio
-
Morgan Stanley New York, NY724KShares$125 Million0.01% of portfolio
-
Ubs Group Ag182KShares$31.3 Million0.01% of portfolio
-
Howard Capital Management Group, LLC179KShares$31 Million1.99% of portfolio