Ae Wealth Management LLC Utilities Sector Spdr Call Options Transaction History

Ae Wealth Management LLC

$9.76 Billion
Q3 2024

Call Options

2 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Q2 2021 Jul 21, 2021	BUY	$63.23 - $67.72 $50,584 - $54,176	800 Added 400.0%	1,000 $1,000
Q4 2018 Feb 15, 2019	BUY	N/A	200 New	200 $1,000

Others Institutions Holding XLU

# of Institutions

1,482

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.13 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.09 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$966 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$703 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$458 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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