Castle Wealth Management LLC Utilities Sector Spdr Transaction History

Castle Wealth Management LLC

$189 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 07, 2022	BUY	$65.51 - $78.12 $9,236 - $11,014	141 Added 940.0%	156 $10,000
Q2 2022 Aug 01, 2022	BUY	$64.87 - $76.96 $973 - $1,154	15 New	15 $1,000

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.02 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$905 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$658 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$429 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
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