Continuum Wealth Advisors, LLC Select Sector Spdr Tr Communic Transaction History
Continuum Wealth Advisors, LLC
- $167 Million
- Q2 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 73,016 shares of XLC stock, worth $8.44 Million. This represents 4.74% of its overall portfolio holdings.
Number of Shares
73,016
Previous 72,927
0.12%
Holding current value
$8.44 Million
Previous $7.03 Million
12.67%
% of portfolio
4.74%
Previous 4.52%
Shares
7 transactions
Others Institutions Holding XLC
# of Institutions
1,262Shares Held
354MCall Options Held
1.76MPut Options Held
2.1M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$17.4 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43.9MShares$5.07 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.2 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.12 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$982 Million0.28% of portfolio