Axxcess Wealth Management, LLC Utilities Sector Spdr Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 30,894 shares of XLU stock, worth $2.45 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
30,894
Previous 24,729
24.93%
Holding current value
$2.45 Million
Previous $1.62 Million
29.7%
% of portfolio
0.06%
Previous 0.05%
Shares
11 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$940 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio