Heritage Wealth Advisors Utilities Sector Spdr Transaction History
Heritage Wealth Advisors
- $1.95 Billion
- Q4 2024
A detailed history of Heritage Wealth Advisors transactions in Utilities Sector Spdr stock. As of the latest transaction made, Heritage Wealth Advisors holds 17,180 shares of XLU stock, worth $1.33 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
17,180
Previous 38,011
54.8%
Holding current value
$1.33 Million
Previous $3.07 Million
57.65%
% of portfolio
0.07%
Previous 0.15%
Shares
32 transactions
Others Institutions Holding XLU
# of Institutions
1,546Shares Held
153MCall Options Held
18.3MPut Options Held
37.5M-
Morgan Stanley New York, NY13.5MShares$1.04 Billion0.07% of portfolio
-
Bank Of America Corp Charlotte, NC10.2MShares$787 Million0.07% of portfolio
-
Goldman Sachs Group Inc New York, NY7.36MShares$570 Million0.09% of portfolio
-
Bessemer Group Inc Woodbridge, NJ6.03MShares$468 Million0.75% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.59MShares$433 Million0.18% of portfolio