Forte Capital LLC Utilities Sector Spdr Transaction History
Forte Capital LLC
- $806 Million
- Q2 2024
A detailed history of Forte Capital LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Forte Capital LLC holds 117,625 shares of XLU stock, worth $9.46 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
117,625
Previous 92,709
26.88%
Holding current value
$9.46 Million
Previous $6.09 Million
31.68%
% of portfolio
0.99%
Previous 0.76%
Shares
3 transactions
Others Institutions Holding XLU
# of Institutions
1,365Shares Held
151MCall Options Held
21.4MPut Options Held
26.5M-
Bank Of America Corp Charlotte, NC14.1MShares$1.14 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$889 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$615 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$396 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$325 Million5.19% of portfolio