Circle Wealth Management, LLC Utilities Sector Spdr Transaction History
Circle Wealth Management, LLC
- $4.57 Billion
- Q1 2025
A detailed history of Circle Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Circle Wealth Management, LLC holds 2,658 shares of XLU stock, worth $209,716. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,658Holding current value
$209,716% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,565Shares Held
147MCall Options Held
12.2MPut Options Held
31.9M-
Morgan Stanley New York, NY12.7MShares$1.01 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC9.92MShares$782 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.45MShares$588 Million0.1% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.06MShares$478 Million0.86% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.84MShares$461 Million0.19% of portfolio