Dakota Wealth Management Utilities Sector Spdr Transaction History
Dakota Wealth Management
- $4.35 Billion
- Q3 2024
A detailed history of Dakota Wealth Management transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dakota Wealth Management holds 102,586 shares of XLU stock, worth $8.13 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
102,586
Previous 105,078
2.37%
Holding current value
$8.13 Million
Previous $7.16 Million
15.73%
% of portfolio
0.19%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding XLU
# of Institutions
1,422Shares Held
166MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.12 Billion0.09% of portfolio
-
International Assets Investment Management, LLC Orlando, FL11.9MShares$940 Million0.35% of portfolio
-
Morgan Stanley New York, NY11.1MShares$877 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$606 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$390 Million0.17% of portfolio