Colton Groome Financial Advisors, LLC Utilities Sector Spdr Transaction History
Colton Groome Financial Advisors, LLC
- $249 Million
- Q1 2024
A detailed history of Colton Groome Financial Advisors, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Colton Groome Financial Advisors, LLC holds 19,720 shares of XLU stock, worth $1.39 Million. This represents 0.52% of its overall portfolio holdings.
Number of Shares
19,720
Previous 18,915
4.26%
Holding current value
$1.39 Million
Previous $1.2 Million
8.1%
% of portfolio
0.52%
Previous 0.52%
Shares
7 transactions
Others Institutions Holding XLU
# of Institutions
1,269Shares Held
141MCall Options Held
17.4MPut Options Held
29.3M-
Bank Of America Corp Charlotte, NC12.7MShares$900 Million0.08% of portfolio
-
Morgan Stanley New York, NY11MShares$779 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY6.02MShares$426 Million0.07% of portfolio
-
Caisse De Depot Et Placement Du Quebec Montreal, A84.35MShares$308 Million0.7% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$286 Million5.19% of portfolio