Avitas Wealth Management LLC Utilities Sector Spdr Transaction History
Avitas Wealth Management LLC
- $651 Million
- Q1 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 7,108 shares of XLU stock, worth $487,750. This represents 0.07% of its overall portfolio holdings.
Number of Shares
7,108
Previous 7,255
2.03%
Holding current value
$487,750
Previous $459,000
1.53%
% of portfolio
0.07%
Previous 0.08%
Shares
24 transactions
Others Institutions Holding XLU
# of Institutions
1,252Shares Held
138MCall Options Held
17.4MPut Options Held
29.3M-
Bank Of America Corp Charlotte, NC12.7MShares$873 Million0.08% of portfolio
-
Morgan Stanley New York, NY11MShares$756 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY6.02MShares$413 Million0.07% of portfolio
-
Caisse De Depot Et Placement Du Quebec Montreal, A84.35MShares$299 Million0.7% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.05MShares$278 Million5.14% of portfolio