Biltmore Family Office, LLC Spdr S&P Software & Services E Transaction History

Biltmore Family Office, LLC

$566 Million
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$106.52 - $130.59 $2,876 - $3,525	27 New	27 $3,000

Others Institutions Holding XSW

# of Institutions

97

Shares Held

1.24M

Call Options Held

2K

Put Options Held

2K

Bank Of America Corp Charlotte, NC

420K
Shares

$76.1 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

130K
Shares

$23.5 Million
0.01% of portfolio
Morgan Stanley New York, NY

84K
Shares

$15.2 Million
0.0% of portfolio
New Harbor Financial Group, LLC Leominster, MA

73.6K
Shares

$13.3 Million
3.04% of portfolio
Mc Guire Investment Group, LLC

65.9K
Shares

$11.9 Million
1.5% of portfolio

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