Harrison & CO Wealth Management, LLC Utilities Sector Spdr Transaction History
Harrison & CO Wealth Management, LLC
- $103 Million
- Q4 2022
A detailed history of Harrison & CO Wealth Management, LLC transactions in Utilities Sector Spdr stock. As of the latest transaction made, Harrison & CO Wealth Management, LLC holds 13,021 shares of XLU stock, worth $1.06 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
13,021
Previous 13,769
5.43%
Holding current value
$1.06 Million
Previous $902,000
1.66%
% of portfolio
0.89%
Previous 0.96%
Shares
5 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$1.15 Billion0.09% of portfolio
-
Morgan Stanley New York, NY11.1MShares$901 Million0.06% of portfolio
-
Goldman Sachs Group Inc New York, NY7.64MShares$623 Million0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.92MShares$401 Million0.17% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.4.04MShares$330 Million5.19% of portfolio