Carson Advisory Inc. Utilities Sector Spdr Transaction History
Carson Advisory Inc.
- $151 Million
- Q3 2024
A detailed history of Carson Advisory Inc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Carson Advisory Inc. holds 8,814 shares of XLU stock, worth $690,929. This represents 0.47% of its overall portfolio holdings.
Number of Shares
8,814
Previous 8,435
4.49%
Holding current value
$690,929
Previous $574,000
23.87%
% of portfolio
0.47%
Previous 0.42%
Shares
4 transactions
Others Institutions Holding XLU
# of Institutions
1,495Shares Held
157MCall Options Held
13.2MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.09 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.05 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$677 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$441 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$407 Million0.69% of portfolio