Consolidated Capital Management, LLC Utilities Sector Spdr Transaction History

Consolidated Capital Management, LLC

$227 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 18, 2018	SELL	N/A	-19,590 Closed	0 $0
Q4 2017 Jan 23, 2018	BUY	N/A	19,590	19,590 $1.03 Million

Others Institutions Holding XLU

# of Institutions

1,486

Shares Held

180M

Call Options Held

13.1M

Put Options Held

41.1M

Morgan Stanley New York, NY

13.9M
Shares

$1.04 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$888 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$646 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$421 Million
0.21% of portfolio

About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Consolidated Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Consolidated Capital Management, LLC with notifications on news.