Circle Wealth Management, LLC Select Sector Spdr Tr Communic Transaction History
Circle Wealth Management, LLC
- $4.59 Billion
- Q2 2025
A detailed history of Circle Wealth Management, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Circle Wealth Management, LLC holds 4,183 shares of XLC stock, worth $477,573. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,183Holding current value
$477,573% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding XLC
# of Institutions
1,272Shares Held
203MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$5.01 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
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Envestnet Asset Management Inc8.5MShares$970 Million0.28% of portfolio
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Wells Fargo & Company San Francisco, CA8.49MShares$970 Million0.2% of portfolio