Avitas Wealth Management LLC Utilities Sector Spdr Transaction History
Avitas Wealth Management LLC
- $708 Million
- Q4 2024
A detailed history of Avitas Wealth Management LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Avitas Wealth Management LLC holds 54,343 shares of XLU stock, worth $4.68 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
54,343
Previous 54,411
0.12%
Holding current value
$4.68 Million
Previous $4.4 Million
6.42%
% of portfolio
0.58%
Previous 0.63%
Shares
27 transactions
Others Institutions Holding XLU
# of Institutions
1,594Shares Held
152MCall Options Held
14.1MPut Options Held
38.6M-
Morgan Stanley New York, NY12.7MShares$1.1 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC9.92MShares$854 Million0.06% of portfolio
-
Proficio Capital Partners LLC Newton, MA8.83MShares$761 Million3.58% of portfolio
-
Goldman Sachs Group Inc New York, NY7.45MShares$642 Million0.1% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.84MShares$503 Million0.19% of portfolio