D L Carlson Investment Group Inc Spdr S&P Software & Services E Transaction History
D L Carlson Investment Group Inc
- $507 Million
- Q1 2025
Shares
3 transactions
Others Institutions Holding XSW
# of Institutions
118Shares Held
1.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC576KShares$103 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC143KShares$25.5 Million0.01% of portfolio
-
Morgan Stanley New York, NY97.8KShares$17.5 Million0.0% of portfolio
-
Mc Guire Investment Group, LLC67.4KShares$12.1 Million1.76% of portfolio
-
Kingsview Wealth Management, LLC Grants Pass, OR53.7KShares$9.61 Million0.19% of portfolio