Adg Wealth Management Group, LLC Utilities Sector Spdr Transaction History
Adg Wealth Management Group, LLC
- $113 Billion
- Q4 2024
A detailed history of Adg Wealth Management Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Adg Wealth Management Group, LLC holds 43,207 shares of XLU stock, worth $3.35 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
43,207Holding current value
$3.35 Million% of portfolio
2.9%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,487Shares Held
158MCall Options Held
13.2MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.08 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.04 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$670 Million0.12% of portfolio
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Lpl Financial LLC Fort Mill, SC5.62MShares$437 Million0.21% of portfolio
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Bessemer Group Inc Woodbridge, NJ5.19MShares$403 Million0.69% of portfolio