Coastwise Capital Group, LLC Utilities Sector Spdr Transaction History
Coastwise Capital Group, LLC
- $103 Million
- Q2 2024
A detailed history of Coastwise Capital Group, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Coastwise Capital Group, LLC holds 3,230 shares of XLU stock, worth $262,631. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,230
Previous 4,173
22.6%
Holding current value
$262,631
Previous $273,000
19.41%
% of portfolio
0.21%
Previous 0.26%
Shares
4 transactions
Others Institutions Holding XLU
# of Institutions
1,369Shares 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