Archetype Wealth Partners Utilities Sector Spdr Transaction History

Archetype Wealth Partners

$690 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 May 16, 2019	SELL	N/A	-5,323 Closed	0 $0
Q4 2018 Feb 28, 2019	BUY	N/A	5,323 New	5,323 $282,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.02 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$906 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$659 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$430 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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