Biltmore Wealth Management, LLC Utilities Sector Spdr Transaction History
Biltmore Wealth Management, LLC
- $239 Million
- Q4 2024
A detailed history of Biltmore Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Biltmore Wealth Management, LLC holds 154,427 shares of XLU stock, worth $11.9 Million. This represents 4.89% of its overall portfolio holdings.
Number of Shares
154,427
Previous 153,399
0.67%
Holding current value
$11.9 Million
Previous $12.4 Million
5.67%
% of portfolio
4.89%
Previous 5.13%
Shares
28 transactions
Others Institutions Holding XLU
# of Institutions
1,548Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$785 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$569 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$466 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$432 Million0.18% of portfolio