Caliber Wealth Management, LLC Utilities Sector Spdr Transaction History

Caliber Wealth Management, LLC

$188 Million
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 24, 2023	BUY	$61.52 - $72.67 $1.29 Million - $1.53 Million	21,014 New	21,014 $0

Others Institutions Holding XLU

# of Institutions

1,422

Shares Held

166M

Call Options Held

21.4M

Put Options Held

26.5M

Bank Of America Corp Charlotte, NC

14.1M
Shares

$1.12 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$940 Million
0.35% of portfolio
Morgan Stanley New York, NY

11.1M
Shares

$877 Million
0.06% of portfolio
Goldman Sachs Group Inc New York, NY

7.64M
Shares

$606 Million
0.09% of portfolio
Lpl Financial LLC Fort Mill, SC

4.92M
Shares

$390 Million
0.17% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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