Dynamic Wealth Strategies, LLC Select Sector Spdr Tr Communic Transaction History
Dynamic Wealth Strategies, LLC
- $119 Million
- Q1 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 6,831 shares of XLC stock, worth $735,903. This represents 0.55% of its overall portfolio holdings.
Number of Shares
6,831
Previous 6,805
0.38%
Holding current value
$735,903
Previous $658,000
-0.0%
% of portfolio
0.55%
Previous 0.59%
Shares
6 transactions
Others Institutions Holding XLC
# of Institutions
1,250Shares Held
346MCall Options Held
2.97MPut Options Held
2.93M-
Kingstone Capital Partners Texas, LLC Frisco, TX150MShares$16.2 Billion1.84% of portfolio
-
Bank Of America Corp Charlotte, NC43MShares$4.63 Billion0.34% of portfolio
-
Jpmorgan Chase & CO New York, NY9.71MShares$1.05 Billion0.07% of portfolio
-
Envestnet Asset Management Inc8.5MShares$915 Million0.28% of portfolio
-
Wells Fargo & Company San Francisco, CA8.29MShares$893 Million0.19% of portfolio