Continuum Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History
Continuum Wealth Advisors, LLC
- $192 Million
- Q3 2025
A detailed history of Continuum Wealth Advisors, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Continuum Wealth Advisors, LLC holds 76,800 shares of XLC stock, worth $8.55 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
76,800
Previous 73,016
5.18%
Holding current value
$8.55 Million
Previous $7.92 Million
14.71%
% of portfolio
4.74%
Previous 4.74%
Shares
8 transactions
Others Institutions Holding XLC
# of Institutions
1,304Shares Held
210MCall Options Held
1.73MPut Options Held
2.03M-
Bank Of America Corp Charlotte, NC44.9MShares$5 Billion0.37% of portfolio
-
Jpmorgan Chase & CO New York, NY10.8MShares$1.2 Billion0.08% of portfolio
-
Morgan Stanley New York, NY7.9MShares$879 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA7.25MShares$807 Million0.17% of portfolio
-
Envestnet Asset Management Inc6.72MShares$748 Million0.25% of portfolio