Cladis Investment Advisory, LLC Utilities Sector Spdr Transaction History
Cladis Investment Advisory, LLC
- $115 Million
- Q2 2024
A detailed history of Cladis Investment Advisory, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cladis Investment Advisory, LLC holds 10,785 shares of XLU stock, worth $876,928. This represents 0.64% of its overall portfolio holdings.
Number of Shares
10,785
Previous 10,583
1.91%
Holding current value
$876,928
Previous $694,000
5.76%
% of portfolio
0.64%
Previous 0.61%
Shares
12 transactions
Others Institutions Holding XLU
# of Institutions
1,368Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$899 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$621 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$400 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$329 Million5.19% of portfolio