Capital Asset Advisory Services LLC Spdr Ser Tr S & P Telecom ETF Transaction History

Capital Asset Advisory Services LLC

$1.82 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 04, 2022	SELL	$93.48 - $103.38 $6,917 - $7,650	-74 Closed	0 $0
Q2 2020 Aug 14, 2020	BUY	$56.82 - $74.32 $4,204 - $5,499	74 New	74 $6,000

Others Institutions Holding XTL

# of Institutions

39

Shares Held

329K

Call Options Held

0

Put Options Held

0

Sfi Advisors, LLC Montclair, NJ

54.2K
Shares

$5.22 Million
3.22% of portfolio
Cetera Investment Advisers Schaumburg, IL

37.5K
Shares

$3.61 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

36.1K
Shares

$3.48 Million
0.0% of portfolio
Morgan Stanley New York, NY

33.8K
Shares

$3.26 Million
0.0% of portfolio
Steward Partners Investment Advisory, LLC

21.5K
Shares

$2.07 Million
0.02% of portfolio

About SPDR SER TR S & P TELECOM ETF

Ticker XTL
Sector ETFs
Industry ETFs

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