Dynamic Wealth Strategies, LLC Select Sector Spdr Tr Communic Transaction History
Dynamic Wealth Strategies, LLC
- $149 Million
- Q3 2025
A detailed history of Dynamic Wealth Strategies, LLC transactions in Select Sector Spdr Tr Communic stock. As of the latest transaction made, Dynamic Wealth Strategies, LLC holds 17,060 shares of XLC stock, worth $1.95 Million. This represents 1.36% of its overall portfolio holdings.
Number of Shares
17,060
Previous 8,147
109.4%
Holding current value
$1.95 Million
Previous $884,000
128.39%
% of portfolio
1.36%
Previous 0.64%
Shares
8 transactions
Others Institutions Holding XLC
# of Institutions
1,282Shares Held
204MCall Options Held
1.76MPut Options Held
2.11M-
Bank Of America Corp Charlotte, NC43.9MShares$5.01 Billion0.36% of portfolio
-
Morgan Stanley New York, NY10.4MShares$1.18 Billion0.08% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.11 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$970 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.49MShares$970 Million0.2% of portfolio