Diversify Wealth Management, LLC Utilities Sector Spdr Transaction History
Diversify Wealth Management, LLC
- $1.62 Trillion
- Q2 2025
A detailed history of Diversify Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 2,870 shares of XLU stock, worth $255,171. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,870Holding current value
$255,171% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding XLU
# of Institutions
1,624Shares Held
153MCall Options Held
15.4MPut Options Held
35.8M-
Morgan Stanley New York, NY12.9MShares$1.15 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC11.9MShares$1.06 Billion0.07% of portfolio
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Proficio Capital Partners LLC Newton, MA8.83MShares$785 Million3.58% of portfolio
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Lpl Financial LLC Fort Mill, SC7.21MShares$641 Million0.21% of portfolio
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Wells Fargo & Company San Francisco, CA6.24MShares$555 Million0.11% of portfolio