Dumont & Blake Investment Advisors LLC Utilities Sector Spdr Transaction History
Dumont & Blake Investment Advisors LLC
- $349 Million
- Q4 2024
A detailed history of Dumont & Blake Investment Advisors LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Dumont & Blake Investment Advisors LLC holds 9,906 shares of XLU stock, worth $787,427. This represents 0.21% of its overall portfolio holdings.
Number of Shares
9,906
Previous 10,026
1.2%
Holding current value
$787,427
Previous $809,000
7.42%
% of portfolio
0.21%
Previous 0.23%
Shares
23 transactions
Others Institutions Holding XLU
# of Institutions
1,480Shares Held
163MCall Options Held
13.1MPut Options Held
41.1M-
Morgan Stanley New York, NY13.9MShares$1.11 Billion0.08% of portfolio
-
Bank Of America Corp Charlotte, NC13.4MShares$1.07 Billion0.09% of portfolio
-
Goldman Sachs Group Inc New York, NY8.63MShares$686 Million0.12% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.62MShares$447 Million0.21% of portfolio
-
Bessemer Group Inc Woodbridge, NJ5.19MShares$413 Million0.69% of portfolio