Cwc Advisors, Llc. Utilities Sector Spdr Transaction History

Cwc Advisors, Llc.

$101 Billion
Q3 2024

A detailed history of Cwc Advisors, Llc. transactions in Utilities Sector Spdr stock. As of the latest transaction made, Cwc Advisors, Llc. holds 10,830 shares of XLU stock, worth $823,946. This represents 0.86% of its overall portfolio holdings.

Number of Shares

10,830

Holding current value

$823,946

% of portfolio

0.86%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$67.67 - $80.78 $732,866 - $874,847	10,830 New	10,830 $875 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

$1.06 Billion
0.08% of portfolio
Bank Of America Corp Charlotte, NC

13.4M
Shares

$1.02 Billion
0.09% of portfolio
International Assets Investment Management, LLC Orlando, FL

11.9M
Shares

$902 Million
0.35% of portfolio
Goldman Sachs Group Inc New York, NY

8.63M
Shares

$657 Million
0.12% of portfolio
Lpl Financial LLC Fort Mill, SC

5.62M
Shares

$428 Million
0.21% of portfolio

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About UTILITIES SECTOR SPDR

Ticker XLU
Sector ETFs
Industry ETFs

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