Colonial River Wealth Management, LLC Utilities Sector Spdr Transaction History
Colonial River Wealth Management, LLC
- $177 Million
- Q1 2024
A detailed history of Colonial River Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 7,140 shares of XLU stock, worth $489,946. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,140
Previous 23,958
70.2%
Holding current value
$489,946
Previous $1.52 Million
69.15%
% of portfolio
0.26%
Previous 0.9%
Shares
14 transactions
Others Institutions Holding XLU
# of Institutions
1,252Shares Held
138MCall Options Held
17.4MPut Options Held
29.3M-
Bank Of America Corp Charlotte, NC12.7MShares$873 Million0.08% of portfolio
-
Morgan Stanley New York, NY11MShares$756 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY6.02MShares$413 Million0.07% of portfolio
-
Caisse De Depot Et Placement Du Quebec Montreal, A84.35MShares$299 Million0.7% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.05MShares$278 Million5.14% of portfolio